Financial Engineering

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.*

Discover Kiro, AWS’s innovative development environment that adapts to your workflow. Whether you prefer specification-driven development or a more intuitive, vibe-based approach, Kiro empowers you to build applications your way. In this session, speakers will explore Kiro’s core functionality and its evolution through re:Invent 2025, along with demonstrations of prompts used to create APIs, hooks, and steering documents. In the latter part of the session, watch as we build a complete example from scratch, showcasing Kiro’s agentic AI workflow in action for spec-driven development and vibe coding. What You'll Learn - Core Kiro concepts and development philosophy Feature evolution: pre and post re:Invent 2025 Practical examples: API creation, hooks, and steering docs Live coding demonstration with real-time problem solving Who Should Attend - Developers, solutions architects, and technical leaders interested in modern AWS development tools and AI-assisted coding workflows. **Speakers Bio:** Matthew Jorat: Matthew Jorat is a Customer Solutions Manager at AWS with nearly three decades of expertise in AI, cloud transformation, migration, modernization, IT, technology, and business. His career spans infrastructure engineer, solutions architect, security auditor, customer success director, support and services director, and operations officer. He was an early adopter of AWS services as a customer, and his current role at AWS uniquely blends his technical and business skills as he partners with executive teams to translate strategic priorities into measurable business outcomes through cloud adoption, AI implementation, and operational excellence. Matt leads end-to-end AI initiatives for enterprise customers, identifying high-impact use cases and maintaining relentless focus on measurable ROI. He holds eight AWS certifications and serves as Adjunct Professor at Franklin University teaching cloud computing and AWS architecture. His expertise encompasses GenAI, agentic AI systems, migration, modernization, and optimization strategies that drive transformation at scale. [https://www.linkedin.com/in/mattjorat/](https://www.linkedin.com/in/mattjorat/) Girish Bhatia: Girish Bhatia is a seasoned technology delivery leader with deep expertise in cross-domain program management. He holds multiple AWS certifications, including AWS Certified Solutions Architect – Associate, AWS Certified Developer – Associate, and AWS Generative AI Practitioner, and is also an AWS Community Builder. Girish brings over two decades of experience in the information technology industry. Throughout his career, Girish has led major technology-driven business transformation from modernizing on-premises applications to driving large-scale cloud migrations. His work includes API-based integration platforms, data-center and mainframe modernization, and enterprise cloud adoption initiatives. Based in Columbus, Ohio, Girish works at a tech-forward fintech company. He is passionate about AWS serverless architectures, Generative AI and emerging cloud technologies. An avid learner and builder, he continues to explore and apply the latest innovations in AWS to help organizations accelerate their digital transformation. https://www.linkedin.com/in/girishbhatia/[https://www.linkedin.com/in/girishbhatia/](https://www.linkedin.com/in/girishbhatia/) **THANK YOU** *Franklin University* for hosting our meetup! To learn more about *Franklin University*, please visit their website: https://www.franklin.edu/ **DIRECTIONS** Franklin University Fisher Hall 300 E. Main St, Columbus, OH 43215 Map: https://maps.app.goo.gl/jxjBA2hUmS5qrvhq8 Parking is FREE! Please park in Lot C in front of Fisher Hall. See attached map. NOTE: Map the address only. When mapping with Google Maps it may use the Fisher Hall at OSU, which is NOT correct. **Want to sponsor the pizza and/or bar tab?** Please contact me if you would like to sponsor this meetup's pizza and/or bar tab: angelo@mandato.com

**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**!

📢 **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**.

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

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