Learning
Money and investing
Book-club style talks on money. Education only, no pitches.
- 4 to 16 people
- $5 commitment
- Low-key
- Levels
How a good one runs
What a good money and investing plan looks like
There is a topic, a time box, and somebody who knows enough to get newcomers going in ten minutes. Introductions come first, so nobody is left at the edge of the group. Most plans land between 4 and 16 people: enough energy, still easy to learn names.
Tip for your first one: bring a question. It is the easiest way to start talking with people you just met.
Good to know
Money and investing on Kept Plans
- Typical group
- 4 to 16 people
- Suggested commitment
- $5 hold, released when you show up
- What to bring
- Questions. Nobody gives financial advice here.
- Weather
- Rarely stops this one.
- Age
- 18 and over, like everything on Kept Plans.
- Levels
- Hosts set one: all levels, beginner friendly, intermediate or advanced.
- Where
- Always a public place.
- Vibe
- Low-key
Money and investing near you
Kept Plans opens city by city. Join the waitlist for yours.
We open a city when enough people and hosts are ready, so the first plans are full ones. Leave your email and city and we will tell you the day it opens.
Money and investing questions
Do I need to be good at money and investing?
No. Hosts label every money and investing plan with a level: all levels, beginner friendly, intermediate or advanced. Pick the one that matches you today. If you are unsure, beginner friendly is always a safe first plan.
What does the $5 commitment do?
It is a hold on your card, not a charge. Show up and it is released. Cancel 24+ hours before and it is released in full. Cancel later and 50% is kept, unless someone from the waitlist takes your spot. If you do not show up, it is kept.
What if the host cancels?
Every hold is released automatically, and you get a message straight away. The same happens if the plan does not reach its minimum number of people.
Love money and investing? Host it.
Pick a topic, a format and a time box. People commit more easily to ninety minutes than to an open evening. Suggested hold: $5.
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