We will spend some time in general discussion. Let's talk about recent deals, successes, learning opportunities, challenges, issues. Bring your burning questions about investing and we will tackle them as a group. After some large group discussion, depending on the size and desires of the group, we will either:
Option 1: break out into small groups and present / discuss the following
- What is your Why
- What is your one-year and five-year plan for building wealth
- What is your personal investment philosophy
Option 2: Cashflow game; I will bring my game board, please let me know if you have a game and can bring.
Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT
Link to attend virtually