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

(Note: RSVPing here on meetup does NOT reserve your seat. To do that, you’ll need to register at our website, **[HERE](https://www.coreerocks.com/Events.aspx?ID=Online-Masterclass-The-Private-Lender-s-Thrival-Guide-14-1-24-2026)**.) Private lending got riskier in 2025—and pretending it didn’t is how lenders are gonna get burned in 2026. Deals are taking longer to sell. Rents aren’t hitting projections, but expenses are exceeding them. And lenders who relied on loose underwriting, minimal paperwork, and “It’s Ok, I trust you” terms are finding out why those habits only work in hot markets. That’s why we’re hosting this all-day, online workshop **designed for people who are already private lenders—or want to be—and want to protect their money in a slower, flatter 2026 market.** You’ll learn how to evaluate deals, borrowers, and paperwork the right way, how to structure safer loans, and how to deal with troubled loans before they become disasters. This session is open to members and non-members at all experience levels. It’s as little as $47 for members and $97 for non-members (which is CHEAP compared to missing even one payment on a private loan!) if you register by January 22nd. The workshop will be recorded, and all registrants receive the recording, so sign up even if you can’t “be there”. Oh, and there’s a 100% satisfaction guaranteed or your money back. Remember, to actually reserve your seat, you have to go **[HERE](https://www.coreerocks.com/Events.aspx?ID=Online-Masterclass-The-Private-Lender-s-Thrival-Guide-14-1-24-2026)** and register on our website!

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. *The 5AM Club* by Robin Sharma explores how waking up early and following a structured morning routine can dramatically improve productivity, mindset, and overall life mastery. Through a blend of storytelling and practical frameworks, it teaches high performers how to build discipline, focus, and long-term success by owning the first hour of the day. 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!!*

The I AM Worthy of Credit™ Sunday Brunch is an intimate, in-person gathering designed for women who are ready to restore confidence around money, credit, and homeownership—without shame, pressure, or comparison. This experience was created for women who know there is more available to them, but need a safe, affirming space to reconnect with their worth and clarify their next steps.

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!