Wealth Management and Financial Planning
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Eventos de Wealth Management and Financial Planning Cerca de Ti
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Investing & Personal Finance Meeting
If you are interested in selecting investment choices for your 401(k) or other workplace savings plan, minimizing your income tax liability, or identifying the most effective investments for your brokerage account, we are the group for you.
We are a local chapter of Bogleheads**®**, whose investment strategy can be found here:
https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy
Or you can peruse the Boglehead forum here:
https://www.bogleheads.org/index.php
I look forward to seeing you there.
Mark Vonder Haar
Columbus Women's Investing & Personal Finance Meeting
**Welcome to the Women’s Columbus Bogleheads® Sub-Group**
This sub-group is for **women who want to learn and discuss finances in a safe, supportive space**. For those interested in moving towards financial independence and retirement by learning investment basics, choosing your 401(k) investments, minimizing taxes, and more. We’re a local chapter of **Bogleheads®**, following a long-term, practical investment philosophy:
[Investment Philosophy](https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy):
https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy
[Bogleheads Forum](https://www.bogleheads.org/index.php):
https://www.bogleheads.org/index.php
No question is too small, and no experience is too simple. Share, ask, and learn — at your own pace, without judgment, in a group of like-minded women. Let’s build confidence and knowledge **together**!
IN PERSON in Columbus: Creative Deal Autopsies + Wholesaling 101
(Note: RSVPing here on Meetup does NOT reserve your seat. To do that, you'll need to register at our website, **[HERE](https://www.coreerocks.com/Events.aspx?ID=IN-PERSON-in-Columbus-Creative-Deal-Autopsies-Wholesaling-101-14-4-7-2026)**.)
The market changed—and most investors are still operating like it didn't.
Deals that used to work don't.
Buyers want different things.
And a lot of what's being taught right now is outdated or just wrong.
And, since 2011, it's been our job to make sure that our members are armed with the most up-to-date, real-world strategies for building wealth in Central Ohio real estate…
…so our mission with this meeting (and every meeting) is to give you the no-hype, warts-and-all info you need to succeed.
First, Wholesaling 101—a clear, real-world look at how wholesaling actually works today, what to pay, and how to stay out of trouble.
Then, Creative Deal Autopsies—real investors breaking down real deals with real numbers, real conversations, and real outcomes.
You'll also get the chance to put the presenters in the hot seat and ask any and every question you have about how they did their deals.
You'll learn:
1. What wholesaling actually is
2. How to calculate real offers
3. Where deals are coming from now
4. What buyers want
5. How creative deals are structured
6. What contracts and terms are used
7. What can go wrong—and how to avoid it
**Agenda:**
5:00–6:00: Free Light Dinner and Networking
6:00: Earlybird Meeting – Wholesaling 101
7:00: Buy-Sell-Trade (members only)
7:30: Creative Deal Autopsies
Members: Free
First-time guests: Free
Non-members: $35 (or join for $30 instead)
Remember, to actually reserve your seat, you have to go **[HERE](https://www.coreerocks.com/Events.aspx?ID=IN-PERSON-in-Columbus-Creative-Deal-Autopsies-Wholesaling-101-14-4-7-2026)** and register on our website!
Influence and Integrity: Expanding Your Reach Authentically
Weekly Momentum Webinar – **FREE LIVE WEBINAR**
Influence and Integrity: Expanding Your Reach Authentically
[REGISTERE HERE](http://%5Bhttps//triumphtracknow.com/weekly-momentum-series%5D(https://triumphtracknow.com/weekly-momentum-series))
Most people try to grow their influence by doing more.
More content. More posts. More noise.
But real influence doesn’t grow from volume—it grows from trust.
In this interactive 30-minute session, you’ll discover:
• The hidden “integrity gaps” that quietly limit your reach
• Why people feel misalignment before they can explain it
• How to create trust that compounds over time
• A simple, powerful way to strengthen relationships and stand out
This session is designed for entrepreneurs, coaches, and leaders who want to expand their impact without losing authenticity.
✅ Practical
✅ Insightful
✅ Immediately applicable
Come ready to engage, reflect, and elevate how you show up.
[REGISTER HERE](http://%5Bhttps//triumphtracknow.com/weekly-momentum-series%5D(https://triumphtracknow.com/weekly-momentum-series))
Let’s build influence the right way.
Wednesday Morning Breakfast Meeting
Let’s get together at the Crowne Plaza and talk deals, creative finance, problem solving, whatever you want! Hubert Bruce Hosts, COREE members share ideas and resources. Open to the public!
Sip & Read: *Founder Edition* Meetup: Book/Venue TBD
Calling all founders, CEOs, lawyers, doctors, and entrepreneurs to join our special *Founder Edition* of Sip & Read meetup event. Let's sip on fine wine and discuss our first book **The 5AM Club- Own Your Morning Elevate Your Life, by Robin Sharma**. We will pair this book with our favorite wine at **Wine on High** and engage in thought-provoking discussions on startup businesses and entrepreneurship, and network with like-minded individuals in a cozy book club setting.
Come prepared to discuss this month's book. At the end of each book club meeting, we will take next book and venue suggestions from the participants for the next meeting.
Whether you are a book lover, women entrepreneur, or a content creator, this event is perfect for sharing ideas and insights with other funders and founders in the entrepreneurial world. Don't miss out on this unique opportunity to connect, learn, and grow together. Sign up now to reserve your spot!
*Fun fact! This meetup was established in 2015 and had over 1,000 members. I had to shut down operations while attending law school, but we're back!!*






