IRA's and Real Estate Investing

Join us for lunch and meet our very successful group. We are each others sales team...always looking for referrals for our members. If you are looking for new clients, let us help you out! Bring your business cards and brochures to share with us. We have a speaker each week so that we can learn about their business. Because we have only one member per business, we have many of the spots filled. However, we are specifically looking for an estate attorney, a handyman/electrician, and an event planner. We have referrals for you! All visitors are welcome. Any questions contact [pmarchio@farmersagent.com](mailto:pmarchio@farmersagent.com)

WQC has weekly Thursday night social nights at the Westerville Java Central. Come and grab a coffee and connect with the community: low stakes, chill environment, and tasty drinks. No registration is required; come as you are.

Hey Everyone! Let's meet at Belle's Bread Bakery and Cafe. There is lots of free parking and easy access to the cafe and many shops and restaurants as well. This is a great way to meet new and old friends while chatting about life and practicing English language speaking skills. All are welcome and encouraged to join us anytime between 11am and 1pm. Looking forward to seeing you soon.

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!

Join us as we get together to see the period drama / classic monster movie, THE BRIDE! The film is written/directed by Maggie Gyllenhaal and stars Jessie Buckley and Christian Bale in a new take on the classic tale, The Bride of Frankenstein. We'll be seeing this one on Thurs, 3/5 one day ahead of the film's opening on Friday. Here’s a description, trailer and plan for this event: DESCRIPTION: In 1930s Chicago, Frankenstein's creature asks Dr. Euphronius to create a companion for him. They give life to a murdered woman as "the Bride," sparking romance, police interest and radical social change. It is written, directed and co-produced by Maggie Gyllenhaal and stars Jessie Buckley, Christian Bale, Peter Sarsgaard, Annette Bening, Jake Gyllenhaal and Penélope Cruz. TRAILER: https://www.youtube.com/watch?v=n-qJkAXLfYM PARKING: Close, convenient parking is available in the nearby garage (located between 9th and 11th, just off High St). Bring your ticket with you and have it validated at the theater and for $2, you’re covered for the night! PLAN: Please purchase your ticket for the 7:00pm showing and we’ll meet inside the upstairs lobby between 6:40 and 6:50pm. Advance ticket purchase is advised (via Gateway website preferred). Once you have yours, please list your seat number in the Comments below! Pre-show bite at Cazuela’s next door at 5:30pm. Please arrive by 5:30pm and ask for the Movie Group! Look forward to seeing you there, Dan

Come join us at [Natalies](https://nataliesgrandview.com/) in Grandview for a free Happy Hour show. **The doors open at 5:00 pm.** Tonight is Sirens, an all girl rock band. This club has a great vibe with drink and eats specials. **The show runs from 5:15 pm - 6:30 pm.** There is no admission charge, but tips for the band are strongly encouraged. ***RESERVATIONS ARE FOR A 8-TOP; overflow can sit at the bar, lean in, or find available all season patio seating. MEMBERS ONLY, please. No guests.*** *(I have to pay for no shows. If you cancel late or no show, you may be temporarily removed from the group)*

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

Newark Area Traders and Exchangers Please join us! You won't want to miss this meeting! We have new investor topics every week. Finally, we will go over properties for sale, needs, and wants. Please carve out time to come join us Friday at 8 a.m. EST Don't forget to like us on Facebook, Newark Area Traders and Exchangers. NEWARK AREA TRADE & EXCHANGERS 975 Mt. Vernon Rd. (Entry at the front doors) Newark, OH 43055 Dues are $5 minimum per person, per week. Part of this goes to our treasurer to fund the meeting and the balance to the church for the use of their room. “Opportunity for Generosity”! Founders: Gerald DePalmo and Furman Tinon (and others) Established 60 +/- years ago and still going strong! Zoom meeting. Topic: NEWARK AREA TRADE & EXCHANGERS Time: 08:00 AM Eastern Time (US and Canada) Please download and import the following iCalendar (.ics) files to your calendar system. Weekly: [https://us02web.zoom.us/meeting/tZcrfuuoqTMvH9Ox4pAJb3wmj1KuwP_Vuylj/ics?icsToken=98tyKuGrqDIoGtOdtRyARpwqBIr4a_TwtlxYgvpyhEv1IgpRMRT7PLNpJ6VPL-7F](https://us02web.zoom.us/meeting/tZcrfuuoqTMvH9Ox4pAJb3wmj1KuwP_Vuylj/ics?icsToken=98tyKuGrqDIoGtOdtRyARpwqBIr4a_TwtlxYgvpyhEv1IgpRMRT7PLNpJ6VPL-7F) Join Zoom Meeting [https://us02web.zoom.us/j/83692078557?pwd=OXNKVGk4alRPNG1BdlNhdFNDQTFSUT09](https://us02web.zoom.us/j/83692078557?pwd=OXNKVGk4alRPNG1BdlNhdFNDQTFSUT09) Meeting ID: 836 9207 8557 Passcode: 215853 One tap mobile +13462487799,,83692078557#,,,,\*215853# US (Houston) +16699006833,,83692078557#,,,,\*215853# US (San Jose) Dial by your location +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 929 205 6099 US (New York) +1 253 215 8782 US (Tacoma) +1 301 715 8592 US (Washington DC) +1 312 626 6799 US (Chicago) Meeting ID: 836 9207 8557 Passcode: 215853 Find your local number: [https://us02web.zoom.us/u/kc1yVEZLS1](https://us02web.zoom.us/u/kc1yVEZLS1)

**Caller: Frank Buschelmann** **Band: The Rosenthorns** **Big Scioty Contra Dance** **temporarily returning to our long ago location for Jan-March - First Congregational Church, 444 E. Broad St., Columbus 43215** WHAT IS CONTRA DANCING? Picture the Grand Ball scenes like you’ve seen in period films such as “Pride and Prejudice”, where the dancers are lined up in long lines, across from each other. That’s English Country Dancing, the predecessor of contra dancing. Now, add moves like “swing your partner” and “do-si-do,” like you’ve seen in square dancing. Set it to fabulous, high energy, live music with fiddles, guitars, percussion and more, alá “Riverdance.” Finally, set the whole scene down in the middle of Woodstock, with a hip, groovy atmosphere, a bit of tie-dye, and hints of counter-culture attitude. THAT’s Contra Dancing! Wear cool and comfortable clothes (you will get warm) and clean shoes that won't mark up our nice wood floor. Be sure to come for the beginner's lesson from 7:30 - 8:00, followed by dancing 8:00 - 10:30. All dances are taught; we will help you learn! Beginners always welcome, no need to bring a partner. Cost is $10.00 adults, $5.00 ages 12-26. Under 12 free. Free parking in church lot. For more information contact me or check out our website: [www.bigscioty.com](http://www.bigscioty.com/) Please bring your own refillable water bottle. Snacks to share are always welcome!

Join the CONNECTED Westerville Mastermind Group for a dynamic afternoon of B2B networking! This event is perfect for professionals looking to expand their business connections, share insights, and foster collaboration within the community. Whether you are a seasoned entrepreneur or just starting out, this event offers a valuable opportunity to exchange ideas, build relationships, and grow your network in a supportive environment. Connect with like-minded individuals, explore potential partnerships, and discover new opportunities for professional growth. Don't miss out on this chance to enhance your business network and take your career to the next level with CONNECTED Westerville Mastermind Group! We meet the 4th Monday of every month from 11am-1pm. Welcome and general networking from 11am - 11:30am with core meeting 11;30 - 12:30 and a final round of networking from 12:30 - 1pm.

FREE meetup. Register HERE 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp **Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies in Self-Directed Accounts** **Featuring Guest Speaker:** Amanda Holbrook (Specialized Trust Company) **Hosted by:** Columbus Investors Club ### **Event Description** Most people think retirement accounts are passive. That they’re “for later.”That you can’t touch them. That real estate and retirement money don’t mix. They’re wrong. This meetup is about how investors use **Self-Directed IRAs and Solo 401(k)s** to put retirement capital to work…**buying real estate, funding deals, and even raising private money** (the right way). ### **Featured Guest Speaker: Amanda Holbrook** We’re excited to welcome **Amanda Holbrook of Specialized Trust Company** to break this down clearly and practically…so you understand what’s allowed, how it works, and what to avoid. ### **What You’ll Learn** Amanda will walk through: **Flip inside a Self-Directed IRA or Solo-401(k)** * How to structure the deal correctly * How expenses must be handled * When UBIT may apply **Wholesale within a retirement account** * How assignments work * What type of income it creates **Use OPM (Other People’s Money) to scale** * How investors raise private money from Self-Directed IRAs * How to structure notes properly * How to fund deals inside **and** outside your own retirement account ### **The Core Idea** There is a lot of capital sitting in retirement accounts. This session shows you how real estate investors unlock it **without guessing, winging it, or accidentally creating a compliance mess.** ### **Who This Event Is For** * Investors flipping or wholesaling who want to understand self-directed rules * Anyone raising private money (or wanting more capital sources) * People with retirement funds who want them working harder than stocks/mutual funds ### **Event Details** **Location:** Ohio Brewing Company – 421 E 2nd Ave, Columbus, OH 43201 **Date & Time:** Thursday, March 26th, 6–8 PM *(Doors open at 5:30)* **Cost:** Free *(Seats are limited — RSVP required)* **Food:** Free food included **FREE meetup. Register HERE** 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp *Disclaimer: This event is for educational purposes only and is not legal, tax, or investment advice.*

**Understanding the Columbus Housing Market: Let’s Talk Downsizing for Seniors** Understanding the Market to Make Your Best Move Yet Thinking about downsizing or helping a parent prepare for a move? Join us for a friendly, educational seminar designed specifically for seniors in Central Ohio. We’ll break down what’s happening in today’s Columbus housing market, explore timing and planning for downsizing, and discuss easy ways to prepare a longtime home for sale—without overwhelm. You’ll also learn about low‑maintenance housing options, financial considerations, and simple steps to make your next move smooth and stress‑free. This is a relaxed, no‑pressure event where you can ask questions and get practical advice tailored to seniors and their families. Hosted by: Katie McCartney, Broker & Senior Real Estate Specialist® (SRES)

We will show a variety of methods for building agents that run in Microsoft Foundry. This covers the different types of agents: Prompt, Multi, and Hosted, as well as the development lifecycle using evals and traces.

**Tickets go on sale 3/12 . I will post what row to buy your ticket in then .**