Financial Planning

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

**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)

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

One of the most valuable parts of this community is the opportunity to think out loud with other product professionals. This session is built for exactly that. As we wrap up the quarter, it’s a great time to pause and reflect. What’s on track? What needs adjustment? Where could a small shift create bigger impact? Join fellow product professionals for a focused, interactive conversation designed to help you recalibrate for the next quarter. You’ll have the opportunity to share where you are, hear how others are thinking through similar challenges, and gain fresh perspective you can bring back to your team and organization. We’ll gather at 8:00AM, with discussion starting promptly at 8:15AM. 📍 First Watch - 7227 N High St Located in: The Shops at Worthington Ample parking is available. Food and beverages will be available for purchase. Start your morning with clarity and connection — we hope to see you there! ☀️

Bring your business cards and network in person with other business professionals! Gold Star Referral Clubs is one of the most established professional networking organizations in the country, with multiple groups in central Ohio. Join us!