Financial Planning Workshops & Meetups

Join our hands-on sessions where you'll work through real budgeting scenarios, learn forecasting techniques from practicing financial planners, and connect with others navigating similar money challenges. Most of our events happen in Bangkok, with some virtual options for those outside the city.

Reserve Your Spot

Upcoming Sessions

We run small-group workshops throughout the year. Each session focuses on specific financial skills you can start using immediately.

August 12, 2025

Budget Building Workshop

Spend three hours creating a personal budget that actually works. Bring your laptop and recent bank statements. We'll work through your numbers together and address the tricky parts most people skip.

2:00 PM - 5:00 PM Ari District 12 spots
Sign Up →
September 18, 2025

Forecasting Your Next Quarter

Learn how to predict your cash flow for the next three months. This workshop is especially helpful if your income fluctuates or you're planning a big purchase. We'll cover both personal and small business scenarios.

6:30 PM - 8:30 PM Online via Zoom 20 spots
Join Session →
October 9, 2025

Monthly Money Meetup

Casual gathering for anyone working on their financial plans. Share what's working, ask questions, and get feedback from the group. Somchai usually brings spreadsheet templates to share. Coffee and snacks provided.

10:00 AM - 12:00 PM Sukhumvit Area 15 spots
Register Now →
November 14, 2025

Year-End Planning Session

Get your finances ready for 2026. We'll review this year's spending patterns, set realistic goals for next year, and build a roadmap you can actually follow. Perfect timing before holiday expenses hit.

1:00 PM - 4:00 PM Silom Office Space 10 spots
Book Seat →

Who Runs These Sessions

Our workshops are led by financial planners who've spent years helping people in Thailand manage their money better. They understand the local banking system, common salary structures, and the specific challenges of budgeting in Bangkok.

Most sessions are kept intentionally small so you get individual attention. You're not just watching a presentation — you're working through your actual financial situation with someone who knows what they're doing.

Narong Khampheng financial planning instructor

Narong Khampheng

Budget Workshop Lead

Worked with over 200 individuals on personal budgeting. Good at explaining complicated stuff in simple terms.

Ploy Siriporn forecasting specialist

Ploy Siriporn

Forecasting Specialist

Helps freelancers and small business owners predict cash flow. Previously worked at a consulting firm before joining us.

Financial planning workshop session in Bangkok

Common Questions About Our Events

Here's what people usually want to know before signing up.

Do I need to bring anything specific?

For budget workshops, bring your laptop and access to your bank statements (last 3 months is helpful). For forecasting sessions, having a rough idea of your monthly income and major expenses speeds things up. Virtual sessions just need a stable internet connection and a quiet space.

What if I miss a session I registered for?

Life happens. Just send us an email at least 48 hours before and we'll move you to the next available date. If it's a last-minute emergency, we'll work something out — we're pretty flexible about this stuff.

Are these sessions suitable for complete beginners?

Absolutely. Most people who attend are starting from scratch or haven't looked at their finances seriously in years. We don't assume any prior knowledge. The whole point is to make this approachable and practical, not intimidating.

Can I bring a friend or partner?

Yes, and actually we encourage it — especially for couples who share finances. Just register both people so we have accurate headcount. For the budget workshop, working together on shared expenses makes a lot of sense.

Will you try to sell me something during these events?

No. These are educational sessions, not sales pitches. If someone asks about our consulting services we'll answer honestly, but that's not why we run these workshops. We just think more people should understand this stuff.