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Details

Many people hear about passive investing (mutual funds, REITs) and active investing (stock picking, trading), but are unsure which approach actually makes sense for them.

This in-person, small-group meetup is a relaxed, no-pressure discussion to help working adults understand the real differences, trade-offs, and expectations behind each investing style.

There will be no sales pitches, no product promotion, and no obligation — just practical sharing and open discussion.

What We’ll Cover

  • What passive investing really means (and what it doesn’t)
  • What active investing involves in real life
  • Time, effort, cost, and risk differences between both approaches
  • Why most people underperform when choosing the wrong strategy
  • Common misconceptions about “beating the market”
  • How people realistically combine both approaches
  • Open Q&A — bring your real questions

This session is beginner-friendly and uses simple examples instead of technical jargon.

Who This Is For

  • Working adults and young professionals
  • Beginners curious about investing
  • People who feel confused by online investing advice
  • Anyone deciding between DIY investing or guided approaches

No prior investing knowledge is required.

About the Host
I work in financial planning, focusing on investments and risk management.
This session is educational and discussion-based. There will be no product pitching during the meetup.

For those who wish to continue the conversation after the session, that is completely optional.

Format

  • Casual introductions
  • Short sharing session
  • Open discussion & Q&A
  • Free networking after

Group size is kept small to encourage meaningful conversation.

Notes

  • This is a physical, in-person meetup
  • Venue: Woodlands Regional Library
  • Please RSVP so seating can be arranged
  • Feel free to invite a friend who may benefit

Looking forward to a good discussion and exchanging perspectives 😄

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