Estate Planning

The market has changed—and pretending it hasn’t is expensive. At our **January COREE meeting**, learn the real strategies local investors are using to stay profitable, reduce risk, and avoid the mistakes that are causing others to quit. PLUS: A critical update on the **new Ohio wholesale law** and how it affects you. ⚠️ RSVP on Meetup does **NOT** register you. 👉 You must register at **[www.COREERocks.com](http://www.COREERocks.com)**

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

The Columbus housing market is evolving, raising questions about next steps. This session will outline current trends in clear, practical terms. Seniors, caregivers, investors, and those preparing to buy or sell in 2026 will all benefit from the information provided. What You’ll Learn: • Key market trends and what’s driving them • How today’s conditions affect buying, selling, and investing • Guidance for seniors and caregivers navigating housing decisions • Strategies to make informed, confident choices All are welcome to attend. Please bring any questions you may have.

Join us for lunch at True Food Kitchen in Easton as we celebrate the New Year and our friendships!