Financial Planning

Happy New Year! Apologies for the radio silence. I've been MIA for the last couple of months...life and all. But now I'm back to it. Let's start the year by trying out Hazel. Here's the group [MENU](https://hazelrestaurant.com.au/wp-content/uploads/2026/02/HAZEL-Chefs-Menu-A5-90.pdf) at $95pp. As usual, a $20 deposit will be required to secure your spot (to avoid no-shows and last minute cancellations). This will be returned to you on the night, or if you change your RSVP with at least 48hr notice. See you there! Priscila

TO MAINTAIN A GENDER BALANCE ALL MALES MUST ATTEND WITH A FEMALE FRIEND, NO EXCEPTIONS. All females are welcome to attend alone but encouraged to attend with a female friend too for free drinks and food! MUST TAP “ATTEND” and include all guests. UNLIKE other meetups which are overwhelmingly male dominant, we provide ONLY gender balanced events where females also have a chance to meet other females, not only men. 8PM EVERY FRIDAY & SATURDAY (LAST ENTRY STRICTLY 8.30PM) AT 215 QUEEN’S

This is a relaxed, social meetup for anyone interested in practicing Korean or English — no teachers, no lessons, no pressure! We’ll just hang out, chat, and get to know each other while switching between Korean and English as much (or as little) as you like. Whether you’re a fluent speaker or just learning “안녕,” you’re welcome here. Bring good vibes, maybe a drink or snack, and let’s have some fun conversations together! Last attendees must arrive by 8:30pm!

**CERES Community Park – Merri River Trail** It’s time we explored a new trail! So this week we are heading over to Brunswick and will walk the Merri River Trail. The **CERES Community and Environmental Park** is on the banks of the Merri River and the trail runs alongside the Merri River. We walk as far as Bell Street, then back for coffee at the Merri Café. **Start:** CERES Park, corner of **Roberts and Stewart Streets**, Brunswick East. Meet just inside the gate. Look for the red umbrella! **Start time:** 9.00 AM **Parking:** There is parking at the CERES Park. But if it is crowded, park anywhere in the surrounding streets. Allow 10 minutes to walk back to the START. **The Walk**: The walk follows the Merri Creek north to Bell Street, Brunswick then back the same trail to the start. **Total distance**: 5.0 km. (approx.) **Time:** Allow 2.0 hours for the walk, plus half hour for coffee. Total 2.5 hours. **Difficulty:** Easy **Toilets:** At the start. **Coffee:** Merri Café located adjacent to the visitor centre.

TO MAINTAIN A GENDER BALANCE ALL MALES MUST ATTEND WITH A FEMALE FRIEND, NO EXCEPTIONS. All females are welcome to attend alone but encouraged to attend with a female friend too for free drinks and food! MUST TAP “ATTEND” and include all guests. UNLIKE other meetups which are overwhelmingly male dominant, we provide ONLY gender balanced events where females also have a chance to meet other females, not only men. 8PM EVERY FRIDAY & SATURDAY (LAST ENTRY STRICTLY 8.30PM) AT 215 QUEEN’S

Sunday arvo, $7 pints, live music, what more could you want! Rocky Ridge Brewery, which has taken over from Thunder Road Brewery, offers a bunch of boutique craft beers. So come join us for a drink or three and banter!

We will get-together at the KereKere cafe - at the community table just inside the cafe entrance. *This is a group for people with intermediate and advanced level French who are able to engage in a conversation en français. It is not suitable for beginners.* The cafe is close to the corner of Wellington Parade and Lansdowne St, East Melbourne in the Fitzroy Gardens. It takes about 5 minutes on Tram 75 from Flinders St Station, or 15 minute walk. Car parking around Fitzroy Gardens on Sundays now is $2 per hour with a 4 hour limit, Some parking is limited to 1 hour even on Sunday. And occasionally, if there is a game at the MCG for example there might not be much parking at all. Price: The event fee is $4.00 - cash necessary! . and please be sure you are a member of MyFrenchLife.org before attending reunion - merci https://www.MyFrenchLife.org. The event fees are transferred to MyFrenchLife contributing to the meetup platform - thank you. À bientôt ! Veronica and Daniel Réunion Hosts MyFrenchLife.org

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.*

**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**!

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

📢 **RSVP Required - Limited Capacity** 🎟️ Please note that due to limited capacity, we cannot guarantee entry, food, or seating. Kindly understand that space is limited. Join us for a **FREE public event** with provided **refreshments**! Get ready for an exciting game meetup! We're thrilled to have you join us. Rest assured, we have ample space to accommodate multiple game playing. Game time: **2 pm to 5 pm**. Remember, just like in real life, you don't have to arrive on time to start playing. Here's the detailed **Agenda**: **1:45 pm - 2:00 pm: Opening & Setup** **2:00 pm - 2:30 pm: Food & Networking** **2:30 pm - 3:45 pm: Game Talk** **3:45 pm - 5:00 pm: Game Time** **5:00 pm - 5:15 pm: Closing** No need to bring anything other than yourself. Feel free to bring a friend and share some good jokes too! 🧐 We're excited to see you there! Don't forget to **RSVP to secure your spot**.

Transform stress into energy and fatigue into focus in 30 minutes flat. This is your invitation to recharge your body’s energy, emotion, and performance blueprint — live. Former Tony Robbins coach Sara Basloe leads an electrifying mini workshop designed to help you: • Upgrade your state instantly with physiology shifts • Use emotion as a navigation tool, not a reaction • Prime your body for high flow focus • Learn the nighttime habits that unlock deep recovery [REGISTER HERE](https://triumphtracknow.com/weekly-momentum-series) Bonus: Hear how client favorite sleep chews help align your rhythm naturally. And end the momentum webinar session with the chance to join a private Rhythm Reset Coaching Session to personalize your blueprint. Let’s raise your energy 3 levels — live. ➡️[ Reserve](https://triumphtracknow.com/weekly-momentum-series) your spot now and step into unstoppable energy