What's Your Investing Strategy and Why?

Welcome to the Orlando Wealth & Investing Meetup! Whether you're new to investing or have years of experience, this meetup is for people who enjoy thoughtful conversations about investing, personal finance, and building long-term wealth. This is a small-group, discussion-based meetup—not a presentation, seminar, stock-picking group, or financial advice event. Our goal is simple: learn from one another, build meaningful connections, and create a welcoming investing community here in Orlando. Discussion Topic What's Your Investing Strategy — and Why? Everyone approaches investing differently. Some prefer index funds and a hands-off approach, while others invest in individual stocks, real estate, or other assets. Some are still figuring out where to begin. This month, we'll explore the different strategies people use, what influences their decisions, and how their approaches have evolved over time. Some things we might discuss: Do you follow a particular investing strategy, or are you still developing one? Do you prefer index funds, individual stocks, real estate, or a combination? What influences your investment decisions—research, risk tolerance, time horizon, or something else? Has your investing strategy changed over time? What prompted those changes? What's one lesson or experience that has shaped how you invest today? No prior investing experience is required. Whether you're building up savings, contributing to a 401(k), investing in index funds or individual stocks, investing in real estate, running a business, or simply trying to make better decisions with your money, your perspective is welcome. Agenda 6:00 PM – Arrival and introductions 6:10 PM – Group discussion 7:15 PM – Open networking and conversation 7:30 PM* – Wrap up We'll leave time at the end for informal networking so everyone has an opportunity to continue conversations and get to know one another. Please plan to purchase a drink or…