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

**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!

**Day 1 — Foundation & Deal Control** This two-day, end-of-month Real Estate Investing (REI) Intensive is designed for investors who want real traction, not theory. Day One is about controlling the deal flow. We break down how to find opportunities in today’s market, underwrite them correctly, and avoid the emotional and financial traps that wipe out most new and mid-level investors. You’ll learn how operators are sourcing deals right now, how to analyze markets and properties with discipline, and how to structure acquisitions so the numbers work before you ever swing a hammer. This is about building a repeatable system—not chasing the next shiny strategy. **Day 2 — Capital, Execution & Scale** Day Two shifts from deals to execution and scale. We go deep on renovation management, capital stack planning, and exit strategies—fix and flip, buy-and-hold, and hybrid plays—so you understand how to protect downside risk and maximize upside. You’ll see real case studies, real numbers, and real mistakes made by experienced operators, not influencers. The intensive closes by connecting the dots between education and action, showing you how to plug into ongoing coaching, deal opportunities, and higher-level collaboration for investors who are serious about building long-term wealth, not just doing a one-off deal. REGISTER HERE: [SIGN UP TODAY](https://link.elitereimm.com/widget/form/CqtTT4UVTJj3JvHKns3x?am_id=debbie4982)

**[note: ‘registering’ here doesn’t get you a seat; go to [THIS LINK](https://www.coreerocks.com/Events.aspx?ID=Columbus-In-Person-Chapter-Meeting-Build-Your-Network-Get-Mentored-Night-14-2-3-2026) to download your guest pass or just let us know you’re coming]** At our in-person Columbus Chapter meetings, we love to get you next to local investors who aren’t just experienced but also supportive, collaborative, and ready to answer your questions. At February’s meeting, the whole 3 hours is about getting you face-to-face with our experienced local members for some local advice and mentoring. Here’s the whole agenda: 5:00 Free light dinner and networking tables, meet the vendors 6:00-6:15 Buy-Sell-Trade (Members) Guest Orientation (Non-Members) 6:15-8:00 p.m. **Build Relationships + Get Mentored Night!** We bet you’re figured out that the best way to profitably navigate a rapidly-changing market it to get with real people who already know how to find the deals, get them financed, get them fixed, and most importantly, get them sold or rented fast and profitably. That’s why we’re devoting a whole meeting to giving you the chance to build some real relationships with those experienced, supportive colleagues, ask them your ‘big picture’ questions, or even bring a deal that you’re working on to have them give their opinion. You’ll have the chance to sit with these mentors in small groups and make connections you want…we’ve got members who can answer questions on anything from getting financing to rehab to tenant issues, asset protection, wholesaling, shared housing, and more! If you’ve been intimidated by the success and knowledge of these folks (or just didn’t know who to go to for what questions), this is your chance to pick their brains in an easy, structured atmosphere where THAT’S WHY THEY’RE THERE! (If you’re more experienced yourself, how about showing up to BE a mentor for the night? After all, someone helped you when you got started…pass it on!) Members and first-time guests attend free; repeat guests are $35 (and for real, it’s cheaper to just join [HERE](https://www.coreerocks.com/MembershipInfo.aspx) and get ALL the benefits of membership, including a free website for your business and 20 other educational and networking meetings every month than it is to keep paying that guest fee). Register below to reserve your seat! Members and first-time guests attend free; repeat guests are $35; Register at **[THIS LINK](https://www.coreerocks.com/Events.aspx?ID=Columbus-In-Person-Chapter-Meeting-Build-Your-Network-Get-Mentored-Night-14-2-3-2026)** to reserve your seat!

# **Band: Old Possum's Menagerie; Caller: Richard Ades** 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.