What we’re about
Welcome to our Financial Planning and Investing Meetup, where we explore a wide range of personal finance, investment strategies, and financial independence topics tailored for everyone—from beginners just starting their financial journey to seasoned investors looking to refine their strategies. Whether you're aiming to achieve Financial Independence, build a solid investment portfolio, or simply improve your financial literacy, this group is for you!
Join us as we dive into the core areas of financial planning, understanding risk, and developing the mindset and tools required for long-term wealth creation and financial security. We will cover foundational principles, discuss advanced strategies, and review the latest tools to optimize your financial life.
Topics covered will include:
- Financial Planning & Independence
- Financial Planning Basics
- Financial Independence and the FIRE (Financial Independence, Retire Early) Movement
- Retirement Planning Strategies
- Investment Portfolio Creation & Management
- Portfolio Creation and Asset Allocation
- Portfolio Management Techniques
- Active vs. Passive Investing
- Value Investing Principles
- Risk Management & Understanding Risk
- Risk Management Strategies
- Understanding Investment Risk and Volatility
- Risk Tolerance and Behavioral Factors
- Investment Concepts & Strategies
- Key Investment Concepts for Beginners and Beyond
- Investment Strategies (Short-term and Long-term)
- Value vs. Growth Investing
- Dollar-Cost Averaging, Dividend Investing
- Tax Optimizations & Financial Efficiency
- Tax-Efficient Investing Strategies
- Retirement Accounts and Tax Implications (401k, IRA, Roth IRA)
- Behavioral Finance & Financial Psychology
- Psychological Factors in Investment Decisions
- How to Overcome Emotional Biases in Investing
- Common Behavioral Finance Pitfalls
- Broker Reviews & Tools
- Broker Comparisons and Reviews
- Financial Tools and Software for Personal Use
- Budgeting and Investment Tracking Tools
- Robo-Advisors and Automated Portfolio Management
- Market Analysis and Economic Trends
- Real Estate Investing Basics
- Cryptocurrency and Alternative Investments
- ESG (Environmental, Social, Governance) Investing
We are also open to welcoming guest speakers and covering any additional topics not mentioned here. If you're passionate about a financial topic or have a tool, platform, or strategy you'd like to share, feel free to reach out!
Whether you want to grow your wealth, save for retirement, or just gain financial confidence, this meetup is a community for learning, sharing ideas, and becoming financially empowered. See you at the next session!
