certified financial planner
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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**!
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!
Gold Star Business Networking
Bring your business cards and network in person with other business professionals! Gold Star Referral Clubs is one of the most established professional networking organizations in the country, with multiple groups in central Ohio. Join us!
Evolve Synergy: Westerville Chapter
At Evolve Synergy Sessions, you'll be part of a supportive mastermind where we share challenges, brainstorm solutions, and inspire one another to take bold steps in our businesses. Grow your network, gain fresh perspectives, and build meaningful relationships with like-minded women who are committed to success. Whether you’re looking to move the needle in your business or simply need a space to connect and recharge, this is the perfect place to fuel your entrepreneurial journey.
[Add Event to Calendar](https://evolvecolumbus.eventcalendarapp.com/)
\*\* Please note, we will be arriving around 8:15a for open networking! Get there early and get connected!
Contact Alexis Morley at [alexis.morley@edwardjones.com](mailto:alexis.morley@edwardjones.com) or Terri Lawson at [terri.lawson@e-merge.com](mailto:terri.lawson@e-merge.com) for more information.
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!!*





