Financial Planning

Montgomery County MD Real Estate Investors, Agents and Professionals! We just launched a Cash-Flow Breakfast Club for your area! This is the most unique real estate investor club, education, networking and mastermind event in the US! **Join us for our official launch event for Montgomery County MD on March 26.** **This is a 12 part education series with new topics every month. This event is session 11 of 12!** **This event is free but has very limited seating and we are limited to the first 50 to RSVP! Join us and become a founding member of this amazing community!** *(it is ok to attend even if you missed previous sessions. Each session has stand alone topics. You can also attend other near by locations to get caught up on sessions that you have missed.)* **Very limited seating. In-person only.** **Make sure to RSVP today to reserve your spot.** **When: March 26, 2026 @ 5:45pm - 8:30pm EST** **Where: Twinbrook Library** **202 Meadow Hall Dr, Rockville, MD 20851** The Cash-Flow Breakfast Club is NOT just a meet up. It’s the most unique Real Estate Investor Community of Mentors, Coaches & Masterminds. A community of growth oriented, abundance mindset, go-giver individuals with a BARE MINIMUM commitment to become financially free through real estate investing. We focus on providing education and building networks to help every member solve their cash-flow freedom equation, so they can have the time-freedom needed to follow their passions, make a lasting impact and even change the world! The unique format of this event, which consists of high-level education, gamified networking, mastermind breakout sessions, case studies, group deal analysis, market deep dives, and peer-to-peer coaching facilitation makes this the most impactful local real estate investor group a real estate investor can be a part of. The foundation of the group is built around the belief that everyone in the room has the potential to change the world… however most of us never have the time, energy or financial situation to even dare to dream big enough. Most of us have passions that will never be followed, amazing businesses or ideas that will never be pursued… unless we can solve the Cash-Flow Freedom Equation, which ultimately leads to Time-Freedom. Once that happens it is usually much easier for us to think bigger, dream bigger, be bigger. · 🤯 Learn more about the Cash-Flow Breakfast Club [HERE](https://cashflowbreakfastclub.com/) · 🥇 Get in the VIP List to be notified about the next event in your area [HERE](https://the.cashflowbreakfastclub.com/VIP) · 🤙🏼 Learn more about Launching your own Cash-Flow Breakfast Club Location [HERE](https://cashflowbreakfastclub.com/launch-your-own-club/) · 🤝🏼 Learn more about becoming an Affiliate-Sponsor at one of our club locations [HERE](https://cashflowbreakfastclub.com/affiliate-sponsors/) · 📷 View photos and videos of some of our recent events [HERE](https://cashflowbreakfastclub.com/about-the-cash-flow-breakfast-club/) · 😎 Looking to represent? Browse Cash-Flow Breakfast Club apparel and fly swag [HERE](https://cashflowbreakfastclub.com/shop/)

Please reserve your spot by registering on the below link : **Reserve** [https://www.eventbrite.com/e/join-biggest-community-investors-founders-washington-online-tickets](https://www.eventbrite.com/e/join-biggest-community-investors-founders-washington-online-tickets-1912156614909?aff=oddtdtcreator) **QUESTIONS ?** Pls Reach out to; Ridhi - [+971504724873](http://wa.me/971504724873) ( WhatsApp Only)

Join us every Thursday for Beginner Friendly Social Classes and Social Ballroom Dancing. All is welcome and no partner is necessary. You will learn 2 dances per month in our beginner friendly classes every Thursday. 7:00 Pm Beginner Smooth (Waltz, Tango, or Foxtrot). Please see website schedule for dances of the month. 8:00 Pm Beginner Rhythm (Cha Cha, Rumba, or Swing). Please Check Schedule. 9:00 pm - 10:30 Pm Social dancing. [Register for Classes Here 📌](https://crowndancestudio.com/group-classes/) * Please visit our website in the link above to register and claim your free intro offer for first time visitors. \*You MUST register online to claim the free offer!! Select “Intro offer.” \*The RSVP here does not reflect the size of our classes. We have e at least 15 members each week. And the number is growing.

• What we'll do On https://blackecon101.podbean.com/ Thursdays at 6 pm. discussing the economy....

***Colvin Run's Thursday Night Country Dance with Tim Bowker*** Come early and enjoy the warmup music at 7:15 p.m. **Tim Bowker's Country Nightclub Two-Step lesson** is at **7:30 p.m**, and then stay for **DJ Tim's dance party 8:30-10:30 p.m.** Cold water, snacks and lots of friendly people included. No partner, experience, or reservations needed. Plenty of free, safe parking. $15 entry fee (cash/check only); Includes lesson, dance and light refreshments. ***First Timer? No Problem!! Come learn a great lesson from Timothy Bowker! We welcome everyone!*** \*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\* Mark your calendars for **West Coast Swing Sundays** Every 2nd & 4th Sunday at 4:00 p.m. The next WCS Sunday is January 11, 2026 ***Find your happy place at Colvin Run Dance Hall*** ***Where everybody knows your name, and everyone's glad you came!*** *Find Colvin Run at: http://www.colvinrun.org* *or contact Kathy.Milks@ColvinRun.org*

• What we'll do Economist William Michael Cunningham on Podbeam Thursdays at 6 pm. https://www.podbean.com/

## Pathways to Stability: Financial Foundations What if one workshop could change the way you think about money, stability, and your future? Too many people are working hard every day but still feel stuck when it comes to financial stability. Bills pile up, opportunities feel out of reach, and no one ever taught us the practical tools needed to build a strong financial foundation. **This workshop is designed to change that.** Join us for **Pathways to Stability: Financial Foundations**, an empowering and practical workshop where community members will learn real-world strategies to strengthen their financial future. This session is part of the **Pathways to Stability series hosted by My Natural Me**, focused on equipping individuals and families with the knowledge and tools needed to move toward long-term stability. ### In this workshop you will learn: • The core financial habits that create long-term stability • How to start building a realistic financial plan (no matter where you are starting) • Ways to improve budgeting, saving, and financial decision-making • Practical tools and community resources that can support your journey Whether you're trying to **get ahead, rebuild, or simply learn what you were never taught about money**, this session will give you a clear starting point. This is more than a workshop. It’s a **conversation about stability, opportunity, and building a stronger future for yourself and your family.** ### Why you should attend Because financial stability isn’t just about income. It’s about **knowledge, strategy, and support**. If you’ve ever thought: • “I wish someone taught this earlier.” • “I want to get my finances together.” • “I want a better future for my family.” Then **this room is where you need to be.** Seats are limited, and workshops in this series are designed to be **interactive and community-focused**, so early registration is encouraged. **Your pathway to stability can start here.**

Come learn how money really works. We’ll cover how to grow it, protect it, get out of debt, and use smart retirement and infinite banking strategies to build long-term security.

Let us get together and plot to conquer the world!:) ***GRAB A DRINK AND YOU ARE ALL SET TO FLEX YOUR LANGUAGE CAPACITY. YOU NEED TO GET AT LEAST A DRINK OR FOOD:) To get the event going and show support. We know that you like our events. P.S. : We have non-alcoholic drinks as well.*** ***Tate has been doing crypto and investment for years and he will share his immense experience.*** We have a tiny venue and we hit capacity often and early arrival is suggested. We have the discretion to decide entry. Instead of silently doing research on your own, it is well known that when you are regularly connected with people of your own investment interest, you are likely to be more motivated, better informed and less likely to miss out on opportunities. Meet and discuss face-to-face. **HOW IT WORKS : We will try to assign tables for each represented INDUSTRIES/SECTORS/SPECIALIZATIONS and will direct attendees to their respective tables accordingly. All industries are welcome! However we don't guarantee the availability of a partner in that particular field, you would like to exchange experience. Space is limited and advance RSVP is required. PLEASE BRING BUSINESS CARDS (Hard/Soft Copy).** THIS IS NOT A SEMINAR or A PANEL EVENT AND THERE WILL BE NO SPEAKER. It is just a happy hour social event for those interested. In the past we had a great mix of developers, miners, investors, blockchainers and people who are completely new to cryptos. \- Come one\, come all OR FLY SOLO; this is the most friendliest event you have ever attended\! \- Feel free to invite your friends\. They don't necessarily have to be a member \- Event is 21\+ ***AFTER THE HAPPY HOUR, WE WILL HIT THE DANCE FLOOR AND DANCE THE NIGHT AWAY. BRING YOUR DANCING SHOES!*** ***N.B. : We have ZERO TOLERANCE for solicitation. We don't allow anyone to run their own agenda at the Event. If you are interested to promote/sponsor/collaborate; contact us via ([info@merevents.com](http://info@merevents.com/)).*** [)

To secure your spot, purchase your ticket from the Eventbrite link ([https://www.eventbrite.com/e/30s-and-up-rooftop-social-tickets-1603598118139](https://www.eventbrite.com/e/30s-and-up-rooftop-social-tickets-1603598118139)). RSVPing only on the Meetup page, doesn't allow you to attend the Event. ADVANCE TICKET PURCHASE IS REQUIRED. ABOUT THE EVENT This is where you meet the area's 40 and 50 years young; 40 somethings, 50 [somethings.......as](http://somethings.......as/) they are known as GENERATION Xers....., who are active, self accomplished, sophisticated, young at heart, empty nesters; who would like to do things and enjoy life; who has got time and could afford it as well! ***GRAB A DRINK AND YOU WILL BE ALL SET TO ENJOY THE EVENT. YOU NEED TO GRAB AT LEAST A DRINK OR A FOOD ITEM :) To get the event going and show support. We know that you like our events. P.S. : We have non-alcoholic drinks as well.*** We have a tiny venue and we hit capacity often and early arrival is suggested. Direct RSVP required. We have the discretion to decide entry. Many of you were not born while we were partying:) The profile picture of this invite was taken while we were having a blast. One of our members was buying us rounds of shots. He almost spent $ 1K just on shots. LET US DO IT AGAIN! They also make us feel loved and honored, by serving, one of our signature cocktails, which is named after us - MerTini:) It will be one of the featured cocktails. Ask your bartenders:) DETAILS : * We will have a registration station and check you in. * Most of our members complained about people writing in the comment box. Since it sends notification to all attendees. If you have any questions, send a message to the organizers. Don't write in the comment box. DRESS CODE : Unacceptable Attire: 1. Athletic Clothing: This Includes gym attire, sweatpants, yoga pants, and tracksuits 2. Baggy Clothing: Clothing that is excessively loose-fitting or oversized, such as baggy jeans, sagging sweatpants or oversized t-shirts. 3. Sportswear: Jerseys, team logos, and other sport-specific attire 4. Beachwear: shorts, tank tops, swimwear, and revealing clothing 5. Flip Flops: Open-toe sandals, thong sandals, and flip flops are not allowed 6. Timberlands and Steel Toed Shoes. PARKING INFO Parking might be a challenge and the event involves drinking. We highly encourage you to take a public transportation, taxi service or a ride share. DRINK RESPONSIBLY. ***N.B. : We have ZERO TOLERANCE for solicitation. We don't allow anyone to run their own agenda at the Event. If you are interested to promote/sponsor/collaborate; contact us via ([info@merevents.com](http://info@merevents.com/)).*** [) [) [) [) [) [) [) [) [) [) http://photos3.meetupstatic.com/photos/event/9/3/d/600_440642365.jpeg http://photos1.meetupstatic.com/photos/event/9/3/6/600_440642358.jpeg http://photos3.meetupstatic.com/photos/event/8/e/e/600_440642286.jpeg http://photos4.meetupstatic.com/photos/event/8/5/9/600_440642137.jpeg http://photos2.meetupstatic.com/photos/event/7/8/f/600_440641935.jpeg http://photos3.meetupstatic.com/photos/event/9/3/d/600_440642365.jpeg http://photos1.meetupstatic.com/photos/event/9/3/6/600_440642358.jpeg http://photos3.meetupstatic.com/photos/event/8/e/e/600_440642286.jpeg http://photos4.meetupstatic.com/photos/event/8/5/9/600_440642137.jpeg http://photos2.meetupstatic.com/photos/event/7/8/f/600_440641935.jpeg

This is where you meet the area's 30, 40 and 50 years young; 30 somethings, 40 somethings, 50 [somethings.......as](http://somethings.......as/) they are known as GENERATION Xers....., who are active, self accomplished, sophisticated, young at heart, empty nesters; who would like to do things and enjoy life; who has got time and could afford it as well! ***GRAB A DRINK AND YOU WILL BE ALL SET TO ENJOY THE EVENT. YOU NEED TO GRAB AT LEAST A DRINK OR A FOOD ITEM :) To get the event going and show support. We know that you like our events. P.S. : We have non-alcoholic drinks as well.*** We have a tiny venue and we hit capacity often and early arrival is suggested. Direct RSVP required. We have the discretion to decide entry. Many of you were not born while we were partying:) The profile picture of this invite was taken while we were having a blast. One of our members was buying us rounds of shots. He almost spent $ 1K just on shots. LET US DO IT AGAIN! They also make us feel loved and honored, by serving, one of our signature cocktails, which is named after us - MerTini:) It will be one of the featured cocktails. Ask your bartenders:) Unacceptable Attire: 1. Athletic Clothing: This Includes gym attire, sweatpants, yoga pants, and tracksuits 2. Baggy Clothing: Clothing that is excessively loose-fitting or oversized, such as baggy jeans, sagging sweatpants or oversized t-shirts. 3. Sportswear: Jerseys, team logos, and other sport-specific attire 4. Beachwear: shorts, tank tops, swimwear, and revealing clothing 5. Flip Flops: Open-toe sandals, thong sandals, and flip flops are not allowed 6. Timberlands and Steel Toed Shoes. DETAILS : * We will have a registration station and check you in. * Most of our members complained about people writing in the comment box. Since it sends notification to all attendees. If you have any questions, send a message to the organizers. Don't write in the comment box. PARKING INFO Parking might be a challenge and the event involves drinking. We highly encourage you to take a public transportation, taxi service or a ride share. DRINK RESPONSIBLY. ***N.B. : We have ZERO TOLERANCE for solicitation. We don't allow anyone to run their own agenda at the Event. If you are interested to promote/sponsor/collaborate; contact us via ([info@merevents.com](http://info@merevents.com/)).***

Hey Chapter Twoers, let's try this new restaurant and bar that opened in Bethesda last year. It has been described as cozy, trendy, and intimate with excellent food. Come join us and we will judge for ourselves!

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

**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**!

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.*

Let’s get together at the Crowne Plaza and talk deals, creative finance, problem solving, whatever you want! Hubert Bruce Hosts, COREE members share ideas and resources. Open to the public!

TBA- We will do lunch before the play too! Tickets are on sale now only $20.

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!