Advanced Financial Planning & Tax Strategies
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Frequently Asked Questions
Yes! Check out advanced financial planning & tax strategies events happening today here. These are in-person gatherings where you can meet fellow enthusiasts and participate in activities right now.
Discover all the advanced financial planning & tax strategies events taking place this week here. Plan ahead and join exciting meetups throughout the week.
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Cincinnati Quick Rounds Virtual Speed Dating
**💞 Speed Dating for Beginners – Connect with Like-Minded Singles from Home!**
**⚠️ PLEASE READ: Just RSVPing Won't Confirm Your Place!**
To attend this event, click your age group sign-up link below, register, and complete the brief personality quiz. **Capacity is strictly limited** – don't wait!
**✅ First Step: Choose Your Age Group & Register:**
- **Ages 18-32** → [REGISTER HERE](https://tempodating.com/product?productId=369&productType=onlineSpeedDating&city=Cincinnati&groupurlname=mosaic-mates-empowered-singles&ar=18-32&face_v=19.0)
- **Ages 30-46** → [REGISTER HERE](https://tempodating.com/product?productId=369&productType=onlineSpeedDating&city=Cincinnati&groupurlname=mosaic-mates-empowered-singles&ar=30-46&face_v=19.0)
- **Ages 40-58** → [REGISTER HERE](https://tempodating.com/product?productId=369&productType=onlineSpeedDating&city=Cincinnati&groupurlname=mosaic-mates-empowered-singles&ar=40-58&face_v=19.0)
- **Ages 55+** → [REGISTER HERE](https://tempodating.com/product?productId=369&productType=onlineSpeedDating&city=Cincinnati&groupurlname=mosaic-mates-empowered-singles&ar=55+&face_v=19.0)
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🏠 **Rather connect with people from home first?** Us too! Think of it as the most relaxed first date you'll ever have – from your sofa, with a host keeping things lively, and a room of Cincinnati singles who are just as eager (and perhaps just as nervous) as you.
🎯 **Perfect for:**
- People getting back into dating after a hiatus who want a gentle re-entry
- Beginners who want to date without the stress of face-to-face encounters
- People wanting to meet local Cincinnati singles without stepping outside
- Quiet or reserved singles who open up better in private conversations
- Singles who value a guided, hosted dating format
**How It Works**
1. **Sign Up for Your Age Group** – Pick the session that matches your age range above and finish registration.
2. **Complete the Matching Quiz** – Takes just a minute and significantly improves your matches.
3. **Log In & Get Comfortable** – Join the Zoom call and let the evening begin. Your host handles all the logistics!
4. **Meet Your Matches** – Rotate through enjoyable one-on-one rounds with Cincinnati singles who share your energy.
5. **Match Results** – Find out who you clicked with. If the interest is mutual, we’ll connect you!
**Event Details**
- **Format:** Live on Zoom – simple to join, private, and newcomer-friendly
- **Location:** Wherever you’re most relaxed – that’s your date spot tonight
- **Host:** Charismatic host who keeps the mood positive and the nerves at bay
- **Vibe:** A cosy, supportive atmosphere where Cincinnati singles open up with ease
💡 **First-timer tip:** Don’t overthink it – just be yourself! That's what people find most attractive.
⭐ *"10/10 would attend again. The host was brilliant and I genuinely had fun dating!"* – Cincinnati first-timer
**Frequently Asked Questions**
**What if I don't match with anyone?**
That's totally fine! Many people attend a few events before finding their match. Each one is a fresh opportunity.
**What if my internet drops out?**
No stress – our host will help you get reconnected. Technical hiccups happen and we're ready for them!
**Can I join from my phone?**
Absolutely! Zoom works on any device, though a laptop or tablet tends to give the best experience.
**Is my information kept private?**
Completely. Your contact details are never shared without mutual agreement.
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✨ Stop waiting for the ideal moment. This is it. Meet Cincinnati singles this evening! 💘 ✨
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
Contra dance with Big Scioty on March 7 - First Congregational Church
**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!
Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies
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.*
Contra dance March 21 (First Unitarian Universalist Church) note new time!
# **Band and caller TBA**
Beginner lesson at 1:30, regular dancing begins at 2:00 pm
NOTE THAT WE ARE TEMPORARILY DANCING IN THE AFTERNOON INSTEAD OF EVENING. Dance with us in the afternoon then you can still go out in the evening!
**Sponsor: All Soles Contra and Square Dancing, First Unitarian Universalist Church, 93 W. Weisheimer Rd., Columbus OH 43214**
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 1:30 - 2:00, followed by dancing 2:00 - 430. 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.
Please bring your own refillable water bottle.










