Start an Investment Study Group

Joining an investment study group is a good way to meet people who share the same financial goals and aspirations. Membership also helps you to find out the latest trends and learn more about investing in the stock market, real estate and other areas.

Invite like-minded investors to join your group. Bring in people who are dedicated to improving their financial lives and ultimately committed to becoming financially independent.

Find out what the financial goals are for each person and decide what types of investments the group will explore.

Compose agreements that cover the time and duration of each meeting. Agree on a venue and a location that is convenient for all members. Choose dates and times for the meetings. Disclose, discuss and agree to all costs related to the group.

Do not allow any product solicitations by members or guest speakers. Everyone involved in your investment study group is there for one primary reason – to learn.

Draw up an agenda for each study meeting. Decide on whether it will involve a book, such as such as any of the Rich Dad’s Advisors® Books or any investment book that your group would like to study. Bring in guest speakers, such as experts in real estate or investing in businesses or paper assets.