Financial Planning
Meet other local people interested in Financial Planning: share experiences, inspire and encourage each other! Join a Financial Planning group.
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Frequently Asked Questions
Yes! Check out financial 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 financial planning events taking place this week here. Plan ahead and join exciting meetups throughout the week.
Absolutely! Find financial planning events near your location here. Connect with your local community and discover events within your area.
Financial Planning Events This Week
Discover what is happening in the next few days
I love. I trust. ~ a monthly embodied gathering
Join us on 14–15 March for an intimate homecoming into your wholeness.
What: A monthly embodied gathering — movement, energy practices, and sacred intimacy
Theme: Self-trust, flow & contained boundaries
When: 14–15 March
Where: Zambujal (close to Meco)
For whom: anyone curious about embodiment and presence
Small circle — limited places.
I love. I trust. - monthly gathering
A weekend exploring the living relationship between self-trust, flow, and boundaries.
Without self-trust, boundaries wobble.
Without contained boundaries, flow floods.
Without loving flow, boundaries become rigid.
We work through movement and embodiment practices, direct experiential exercises, energy-based work (at times inspired by qigong), and relational sacred intimacy practices. There will be guided exploration, individual reflection, partner exercises, and structured group integration.
The space is held with clarity and loving care. No performance, no fixing — just direct experience and embodied inquiry.
Bringing your presence is enough.
Facilitated by
Mack Price & Cremilde Almeida
Financial Planning Events Near You
Connect with your local Financial 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.*
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**!
Cashflow 101 Networking Experience
📢 **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**.







