Banking

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.

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.*

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.