Estate Planning

Join the CONNECTED Westerville Mastermind Group for a dynamic afternoon of B2B networking! This event is perfect for professionals looking to expand their business connections, share insights, and foster collaboration within the community. Whether you are a seasoned entrepreneur or just starting out, this event offers a valuable opportunity to exchange ideas, build relationships, and grow your network in a supportive environment. Connect with like-minded individuals, explore potential partnerships, and discover new opportunities for professional growth. Don't miss out on this chance to enhance your business network and take your career to the next level with CONNECTED Westerville Mastermind Group! We meet the 4th Monday of every month from 11am-1pm. Welcome and general networking from 11am - 11:30am with core meeting 11;30 - 12:30 and a final round of networking from 12:30 - 1pm.

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.*

**Understanding the Columbus Housing Market: Let’s Talk Downsizing for Seniors** Understanding the Market to Make Your Best Move Yet Thinking about downsizing or helping a parent prepare for a move? Join us for a friendly, educational seminar designed specifically for seniors in Central Ohio. We’ll break down what’s happening in today’s Columbus housing market, explore timing and planning for downsizing, and discuss easy ways to prepare a longtime home for sale—without overwhelm. You’ll also learn about low‑maintenance housing options, financial considerations, and simple steps to make your next move smooth and stress‑free. This is a relaxed, no‑pressure event where you can ask questions and get practical advice tailored to seniors and their families. Hosted by: Katie McCartney, Broker & Senior Real Estate Specialist® (SRES)

Free at Bexley Library Adventures in Ecological Horticulture with Rebecca McMackin Wednesday, March 18 1:00pm - 2:30pm Gone are the days when a garden could be ornamental alone. We now recognize the impact that our land care practices have on the ecosystems around us, and can see the importance of encouraging biodiversity. Thankfully, we do not need to sacrifice beauty when we invite butterflies and songbirds into our gardens. Rebecca McMackin has cultivated gorgeous landscapes in the toughest environments possible: urban parks, school playgrounds, and the sidewalks of New York City. She will take lessons from her work at Brooklyn Bridge Park, the Brooklyn Museum, and decades of research to share how those of us who are fortunate enough to care for land, can do it beautifully and ecologically. Rebecca McMackin is an ecologically obsessed horticulturist and garden designer. She writes, lectures, and teaches on ecological landscape management and pollination ecology, as well as designs the rare public garden. She is currently Lead Horticulturist for the American Horticultural Society, an Associate with the Harvard Divinity School’s Thinking with Plants and Fungi Initiative, and Consulting Arboretum Curator for Woodlawn Cemetery in the Bronx, NY. Rebecca spent a decade as Director of Horticulture of Brooklyn Bridge Park, where she managed 85 acres of diverse parkland organically. Their research into cultivating urban biodiversity and ethical management strategies has influenced thousands of people and entire urban parks systems to adopt similar approaches. She has been published by and featured in the New York Times, Gardens Illustrated, on NPR and PBS. Her garden for the Brooklyn Museum recently won the PPA’s Award of Excellence and her TED Talk has been viewed over a million times. She holds M.Sc. from Columbia University and University of Victoria in landscape design and biology and recently completed the Loeb Fellowship at the Harvard Graduate School of Design. This program is presented in partnership with Rooted in Bexley and generously funded by the Bexley Community Foundation and Bexley Community Author Series Fund.

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