Advanced Financial Planning & Tax Strategies

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

(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=Online-Masterclass-The-Private-Lender-s-Thrival-Guide-14-1-24-2026)**.) Private lending got riskier in 2025—and pretending it didn’t is how lenders are gonna get burned in 2026. Deals are taking longer to sell. Rents aren’t hitting projections, but expenses are exceeding them. And lenders who relied on loose underwriting, minimal paperwork, and “It’s Ok, I trust you” terms are finding out why those habits only work in hot markets. That’s why we’re hosting this all-day, online workshop **designed for people who are already private lenders—or want to be—and want to protect their money in a slower, flatter 2026 market.** You’ll learn how to evaluate deals, borrowers, and paperwork the right way, how to structure safer loans, and how to deal with troubled loans before they become disasters. This session is open to members and non-members at all experience levels. It’s as little as $47 for members and $97 for non-members (which is CHEAP compared to missing even one payment on a private loan!) if you register by January 22nd. The workshop will be recorded, and all registrants receive the recording, so sign up even if you can’t “be there”. Oh, and there’s a 100% satisfaction guaranteed or your money back. Remember, to actually reserve your seat, you have to go **[HERE](https://www.coreerocks.com/Events.aspx?ID=Online-Masterclass-The-Private-Lender-s-Thrival-Guide-14-1-24-2026)** and register on our website!

# **Band: The Pegheads; Caller: Liz Burkhart** 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.

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. *The 5AM Club* by Robin Sharma explores how waking up early and following a structured morning routine can dramatically improve productivity, mindset, and overall life mastery. Through a blend of storytelling and practical frameworks, it teaches high performers how to build discipline, focus, and long-term success by owning the first hour of the day. 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!!*

**Caller: Dan Kappus** **Band: Trillium** **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!

Hear how 3 investors went from broke to 8 figures and learn what’s working now in real estate, private money, and scaling your business. 🎟️Register **[HERE](https://www.eventbrite.com/e/broke-to-8-figures-live-panel-open-qa-tickets-1969996398258?aff=cicmeetupapp)** ## **Broke to 8 Figures: Live Panel + Open Q&A with 3 Young Investors Who Built Real Wealth Through Real Estate** A decade ago, none of them were “set.” 10 years ago, these three weren’t millionaires. They weren’t influencers. They were broke, doubting themselves and fighting to make their first deal work…just like a lot of people trying to get into real estate today. Now, two of the Columbus Investors Club’s founders, **Tiffany and** **Josh High**, sit down with **Austin Rutherford**… a fellow Columbus native who went from parking cars as a valet to owning a **$30M+ real estate portfolio.** Together, they’ve flipped and wholesaled **thousands of homes**, raised **millions in private money**, and built businesses that run without them in the day to day… creating both wealth and freedom before 35. This isn’t a highlight reel. It’s a real conversation about what it actually takes to build something that lasts… the fears they had to face, the habits that changed everything, and the systems that got them there. You’ll laugh, you’ll take notes, and you’ll walk away seeing what’s truly possible no matter where you’re starting from. **What You’ll Learn** * How three broke twenty-somethings built 7–8 figure real estate businesses * The mindset shifts that separate wishful thinking from real wealth * How to raise private money even if you’ve never done a deal * What’s working right now in flipping, wholesaling, and building a portfolio * How to create financial and time freedom through systems and people **Open Q&A - Ask Them Anything About** * Raising private money with confidence * Finding and structuring profitable deals * Getting past fear, self-doubt, or “I’m not ready yet” * Scaling your business without burning out * Building a team that actually performs **Who You’ll Hear From** **Austin Rutherford** – From valet to a $30M+ rental portfolio. He has flipped and wholesaled hundreds of houses alongside his rental portfolio and recently got into commercial deals. **Tiffany & Josh High** – Founders of **Heels Homes** and **Results Driven REI**. They’ve built multiple 7- and 8-figure companies, including a fully virtual real estate operation closing 250+ deals a year. Through Results Driven REI, they help experienced investors install the people, processes, and infrastructure needed to build a truly self-managing company. **Event Details** **Location:** *To Follow* **Date & Time:** January 29th, 6–8 PM (Doors open at 5:30) **Cost:** Free (Seats are limited - RSVP required) 🎟️Register **[HERE](https://www.eventbrite.com/e/broke-to-8-figures-live-panel-open-qa-tickets-1969996398258?aff=cicmeetupapp)**

**HAPPY HOUSE HUNTERS JOIN THE CENTRAL OHIO INVESTOR NETWORK** \* Time: 5 pm‎ - ‎8 pm‎ ‎ [Eastern Time] \* JANUARY 2026 ONLY: FOURTH Tuesday the 27th, then back to the regular schedule of third Tuesdays next month \* Where: Pastimes Pub at Grandview Yard, 775 Yard St. Columbus 43212 \* Description: Join Us for the Ultimate Real Estate Meet and Greet! Flip, Buy and Hold, Long-Term Rentals, Mid-Term Rentals & Short-Term B&B! Are you passionate about real estate investments or curious about the world of long-term rentals, mid-term rentals, or short-term rentals? Look no further because the "Happy House Hunters" and "The Inns and Outs of a B&B" invite you to come together with COIN for exciting monthly Meet and Greet events for all real estate investors! We look forward to seeing you there!