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Note/Passive Investing Focus Group

with... Kathryn Schimmel

Topic: What is Passive Investing?

Monday, January 12, 2026 6:00 PM - 7:00 PM

Curious about passive investing but not sure where to start? This focus group is a great opportunity to learn the fundamentals in a relaxed, discussion-based setting.

Join Kathryn Schimmel for an engaging conversation that breaks down what passive investing really is, how it works, and why so many long-term investors are turning to this approach. Whether you are new to investing or looking to simplify your strategy, this session will help you understand how passive investing can reduce stress, lower costs, and support long-term financial goals.

This focus group is also your chance to ask questions, hear real-world perspectives, and share your thoughts with other members who are exploring smarter, more sustainable ways to invest. Your input will help shape future educational events while giving you practical insights you can use right away.

If you want clarity, confidence, and a better understanding of how passive investing fits into your financial journey, this is a conversation you will not want to miss.


Members:
FREE for Members
This is a Members Only Event.

Date:  Monday, January 12, 2026
Time:  6:00 PM - 7:00 PM



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