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.*

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

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!

One of the most valuable parts of this community is the opportunity to think out loud with other product professionals. This session is built for exactly that. As we wrap up the quarter, it’s a great time to pause and reflect. What’s on track? What needs adjustment? Where could a small shift create bigger impact? Join fellow product professionals for a focused, interactive conversation designed to help you recalibrate for the next quarter. You’ll have the opportunity to share where you are, hear how others are thinking through similar challenges, and gain fresh perspective you can bring back to your team and organization. We’ll gather at 8:00AM, with discussion starting promptly at 8:15AM. 📍 First Watch - 7227 N High St Located in: The Shops at Worthington Ample parking is available. Food and beverages will be available for purchase. Start your morning with clarity and connection — we hope to see you there! ☀️