Estate Planning
Meet other local people interested in Estate Planning: share experiences, inspire and encourage each other! Join a Estate Planning group.
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Frequently Asked Questions
Yes! Check out estate planning events happening today here. These are in-person gatherings where you can meet fellow enthusiasts and participate in activities right now.
Discover all the estate planning events taking place this week here. Plan ahead and join exciting meetups throughout the week.
Absolutely! Find estate planning events near your location here. Connect with your local community and discover events within your area.
Estate Planning Events This Week
Discover what is happening in the next few days
AgentCamp 2026 - Philippines
Join us at **AgentCamp 2026 – Philippines**, a **free, one-day community event** dedicated to the future of Artificial Intelligence! 🚀
Whether you're a **developer, architect, data engineer, student, or AI enthusiast**, this event is designed to empower you with the tools and knowledge to build intelligent, autonomous solutions that can transform the way we work and innovate.
### 🌐 What to Expect
* **Expert-led Sessions** featuring global and local AI specialists
* **Deep dives into Azure AI**, Copilots, Agentic AI, and Multi-Agent workflows
* **Hands-on learning** with real-world demos and best practices
* **Networking opportunities** with like-minded professionals
* **Insights on the latest AI trends** shaping the future of Cloud and Software
### 🚀 Why Attend?
* Learn how to **build, scale, and operationalize AI agents**
* Discover the newest **AI development frameworks and tools**
* Get inspired by industry innovations from **Azure AI Experts**
* Connect with the **Philippines AI & cloud community**
💬 *This is your chance to embrace the AI revolution — to learn, to build, and to lead the future of technology!*
📢 **Speakers and Agenda details will be announced soon — stay tuned!**
Let’s build the future with AI.
Estate Planning Events Near You
Connect with your local Estate Planning community
Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies
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.*
Wednesday Morning Breakfast Meeting
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!
Investing & Personal Finance Meeting
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
Columbus Women's Investing & Personal Finance Meeting
**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**!
March Madness Wine Bracket / House Wine / Multiple Weeks
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.






