Banking

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.*

Join us for lunch and tell us your story! Bring your business cards and brochures to hand out to our members. Our speaker this week is Paul Crosby, NEXA Mortgage. With an extensive understanding of the mortgage business, he is a master at solving difficult loan requests. pcrosby@nexamortgage.com All visitors are welcome. Any questions contact [pmarchio@farmersagent.com](mailto:pmarchio@farmersagent.com)

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!

A fun way to compare wines from two different countries at a time. House Wine is squaring off two countries' wines against each other each Thursday in March. March 12, March 19, March 26, and the Finals April 2nd. Meet and Greet format....show up after 7pm, pay your $15 at the cash register, get your wine glass, and enjoy. I will get a table reserved for the group. Remember, you may bring in your own food or takeout. Attendance is your agreement to the Group's Waiver of Liability terms. See our Group homepage for details. Parking is tough at House Wine; there is a municipal lot one-half block north of the shop and sometimes parking at the lot behind Jet Pizza, accessed by the lane between the east House Wine parking lot and the residence to the east.

Builders, creators, architects, admins, consultants - come one, come all. This one's for you. We're bringing a little friendly competition to the Columbus ServiceNow community while highlighting the cool things people have built on the platform. Five presenters will take the stage to showcase something they've built, solved, designed, or imagined on the ServiceNow platform - and a panel of judges (plus YOU, our amazing audience) will score them live. So basically, America's Got Talent but make it ServiceNow's Got Talent. Bring a notepad if you'd like 'cause you'll definitely be learning something new. Each presenter gets 10 minutes max to wow the crowd with: • A demo • A real-world business solution • A bold idea • A UX transformation • Or a creative use of the platform Judging Criteria: 🏆 Business Value 🚀 Innovation ✨ User Experience This event is about celebrating ideas, sharing knowledge, and showing how ServiceNow can drive both business impact and meaningful user value. Come learn. Come support. Come get inspired. Refreshments and bites will be provided. And maybe next time… you’ll be on stage.

We will meet next to the restrooms at the [Big Meadows Picnic Area](https://www.metroparks.net/wp-content/uploads/2022/06/HBK_Web_1980.png). They're all the way at the back of the park, and they can be found at coordinates [40°09'06.6"N 83°02'30.2"W](https://www.google.com/maps/place/40%C2%B009'06.6%22N+83%C2%B002'30.2%22W/@40.151828,-83.0423587,214m/data=!3m2!1e3!4b1!4m10!1m5!3m4!2zNDDCsDA5JzA4LjAiTiA4M8KwMDEnNDUuMSJX!8m2!3d40.1522222!4d-83.0291944!3m3!8m2!3d40.151827!4d-83.041715?entry=ttu&g_ep=EgoyMDI0MTIwNC4wIKXMDSoASAFQAw%3D%3D) (near the playground and the zip line). We'll hike about 5 miles at [Highbanks Metro Park](https://www.metroparks.net/parks-and-trails/highbanks/) on the Dripping Rock and Overlook Trails. Afterward, we'll head over to [Olentangy River Brewing](https://www.olentangybrew.com/) for drinks, coffee, or food (their Sunday [food truck](https://www.olentangybrew.com/eventsandfood) is Venezuelan and always gets good reviews). The actual address of the brewery is [303 Green Meadows Dr S, 43035](https://www.google.com/maps/place/303+Green+Meadows+Dr+S,+Lewis+Center,+OH+43035/@40.1551938,-83.0144045,17.25z/data=!4m6!3m5!1s0x8838f395cef06c97:0xe407de61b3e30069!8m2!3d40.1551765!4d-83.0124352!16s%2Fg%2F11c26jc7j9?entry=ttu). If you can't make the hike, we should be there by noon. **How to find our starting point in Big Meadows:** If you are new to Highbanks, the Big Meadows picnic area is 1.5 miles into the park just after you turn into the park off of U.S. Route 23. That is, after you enter the park, drive a mile and a half into the park. You will come to a crosswalk with a yield sign in the middle of it (this is not to be confused with the first such crosswalk you come to just in front of the Nature Center, which you arrive at maybe a quarter of a mile into the park). Just after this second crosswalk, make a left. Then make another almost immediate left into the parking lot on your left. There you will see the jungle gym and the kiddie zip line to your left. I will be just in front of the restrooms just a bit further down from the jungle gym and picnic shelter; the restroom building will also be on your left.

Let’s do it again! 😍 12:30 Lunch- First Watch 6547 Artesian Run,Delaware Shop after lunch at: Painted Tree Boutique (over 100 indoor vendors) 59 Meadow Park Ave., Lewis Center

We thought of one of the interesting things that can be enjoyed at this time of the year. We will be meeting at Immaculate Conception Catholic Church for a "Fish Fry" in Marian Hall on Friday, March 27th at 5:00 PM. It might be fun for you to experience what has become a tradition on the Fridays before Easter. They will have fried fish or baked fish, French fries and Cole slaw, as well as beverages, all for $16.00 for adults. They will have other beverages and desserts available for sale, as well. We have never tried this, and sometimes there are quite a few people at these events so we hope that we will be able to find each other easily. I'll try to have signs outside Marian Hall that Identify our group. We hope to have you join us!

TBA- We will do lunch before the play too! Tickets are on sale now only $20.

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

**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**!

Hike approx 4.0 miles at approx. 18 minute mile pace. Meet in front of the Nature Center.

**PLEASE BUY TICKETS THROUGH EVENTBRITE. RSVP THROUGH MEETUP IS NOT A TICKET PURCHASE CONFIRMATION.** Strive welcomes you to 'General Business Networking', Columbus' hottest networking event! We are set in the perfect central location in Downtown for all to join. Are you interested in business? Want to elevate your career? Meet Consultants, Analysts of all types, Bankers, Software Engineers, Entrepreneurs, and more who are active in the space or are eager to get started. **\*\*This will be a multi-vertical event\*\*** **There will be professionals with backgrounds in the arts, finance, tech, real estate, healthcare, and more. Come with an open mind, and leave with connections that wouldn't be possible otherwise!** Pack some business cards and come with an open mind! Meet your future business partners, employers, coworkers, investors, and friends. You don't want to miss this opportunity to expand your network and create a brighter future. We will have a space for our event to check-in. The event will go from 6:00 PM - 8:00 PM (feel free to come at any point in this timeframe). Name tags will be provided. Business casual dress code. Job fair attire. **Remember, it's not who you know, it's who you meet tomorrow!** We look forward to meeting you at the event! Sincerely, Strive Networking Team *Refund requests are permitted up to 24 hours after purchase, so long as we are not within 48 hours before the event start time. Refunds will be made in full and repaid to your method of payment. Note that we are unable to reimburse PayPal fees.* *Disclaimer: By attending Strive Networking events you agree to photos/videos taken during the event being used to promote future events.*

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!

A fun way to compare wines from two different countries at a time. House Wine is squaring off two countries' wines against each other each Thursday in March. March 12, March 19, March 26, and the Finals April 2nd. Meet and Greet format....show up after 7pm, pay your $15 at the cash register, get your wine glass, and enjoy. I will get a table reserved for the group. Remember, you may bring in your own food or takeout. Attendance is your agreement to the Group's Waiver of Liability terms. See our Group homepage for details. Parking is tough at House Wine; there is a municipal lot one-half block north of the shop and sometimes parking at the lot behind Jet Pizza, accessed by the lane between the east House Wine parking lot and the residence to the east.