CFA

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

Window functions have nothing to do with the Windows operating system but provide a “window” to a result set when used in SQL queries. They are powerful, set-based methods to view data in unexpected ways. Window functions provide easy, set-based solutions to solve some common problems: * Using running totals * Performing operations in intervals * Identifying data gaps and islands * Performing aggregates without losing detail Many people are confused by window functions and do not know how to use them properly. This session will explore window functions, how they work, and how to use them. Demonstrations with several examples will solidify how window functions can simplify queries and make them more powerful.

Is your business taking more of your time than you would like? [Rob Young](https://www.linkedin.com/in/cinci-robyoung/) principal at [Stage 3 Group](https://www.linkedin.com/company/stage-3-group/), hosts this workshop series and is the author of Stage 3 Success. * Provides a framework and a playbook for leaders of emerging businesses * Reviews business management tools and techniques for scaling and maturing a business * How to recognize and leverage stories hidden in financial statements * How to implement financial and operational controls and use leading indicators to spot trouble before it occurs * How to manage your time for maximum effect * How to deal with nonperforming employees * How to create standard operating procedures throughout your organization Four sessions will include two hours of content and an optional 90-minute hands-on lab. Reserve your spot via this link: https://clintonvilleba.com/calendar/#!event/2026/3/20/chaos-to-clarity-to-control ($200 for non-CABA members.)

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. 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!!*

A great movie deserves a great dinner! Join us after PROJECT HAIL MARY for another fun and tasty dinner at a CMG-favorite restaurant, FUGU SUSHI! RSVPs are limited for the dinner portion of this event! Here are complete details: FUGU SUSHI: Fugu Sushi offers a truly authentic experience that keeps customers (and the Movie Group) coming back for more. They offer an extensive menu with a delightful array of options and something for everyone! From their top-rated sushi, to tasty appetizers, soups, salads, bento boxes, tempura, delicious teriyaki dishes (including chicken, shrimp, salmon, tofu, vegetable and more), and vegetarian and vegan options, you’ll be certain to find something you love! MENU: https://www.fugusushicolumbus.com/menus RSVP: An RSVP here means you're signed up for the DINNER portion of this event. Seating is limited. If you also plan to join for the movie, please also RSVP in the separate event listing for the movie portion of this event. For the movie, we'll meet in the theater lobby at 2:10pm for the 2:30pm SuperScreen DLX showing. Advance ticket purchase for the movie is advised. Please RSVP in both events, if you plan to attend the movie and dinner. Look forward to seeing you there, Dan

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.*

**Tickets go on sale 3/12 . I will post what row to buy your ticket in then .**