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.*

Window functions have nothing to do with the Windows operating system but provide a “window” to a result set when used in SQL queries. They are powerful, set-based methods to view data in unexpected ways. Window functions provide easy, set-based solutions to solve some common problems: * Using running totals * Performing operations in intervals * Identifying data gaps and islands * Performing aggregates without losing detail Many people are confused by window functions and do not know how to use them properly. This session will explore window functions, how they work, and how to use them. Demonstrations with several examples will solidify how window functions can simplify queries and make them more powerful.

**💥 Join us THIS Saturday and EVERY Saturday!** **💥 At Columbus’ Hottest New Salsa Venue!** **.** Lincoln Street Salsa THIS Saturday and EVERY Saturday! 8 pm – 1 am **.** **💥 Gorgeously Renovated Studio!** **💥 Free Parking!** **💥 BYOB!** **💥 Easy Access from Highway!** **.** Lincoln Street Salsa 1717 Brice Rd Reynoldsburg, Ohio 43215 **.** **ENTRANCE IS ON THE NORTH SIDE OF THE BUILDING** **Behind Anthony’s Pharmacy!** **.** **PLEASE SHARE and help get the word out!** **.** **🟣 Salsa, Bachata, and Merengue Dancing!** **.** **🟣** 8:00 pm – 8:30 pm **𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻** **.** **🟣** 8:30 pm – 9:30 pm **𝗕𝗲𝗴𝗶𝗻𝗻𝗲𝗿 𝗗𝗮𝗻𝗰𝗲 Class!** **.** **🟣** 9:30 pm – 1 am **𝗢𝗽𝗲𝗻 𝗗𝗮𝗻𝗰𝗲 𝗣𝗮𝗿𝘁𝘆!** **.** **✅ Questions?** **Visit [LincolnStreetSalsa.com](https://columbussalsadancing.com/)** Or Text Todd: 614-774-8146 **.** **✅ No Experience Necessary!** **✅ No Partner Required!** **✅ Plenty of People to Dance With!** **.** **✅ $15 Cash / $16 Card** **✅ College Students $5 Off with Valid ID!** **✅ BYOB** **✅ Age 18+** **.** **✅ Lincoln Street Salsa is the perfect place for…** **.** **👉 Learning to Dance** **👉** Social Dancing **👉 Birthday Celebration** **👉** Bachelorette Parties **👉 Girl’s Night Out** **👉 Date Night** **👉** Getting Fit / Burning Calories **👉 Meeting New People** **👉** Having Fun, Fun, Fun! **.** ✅ **Questions?** Visit [LincolnStreetSalsa.com](https://columbussalsadancing.com/) Or Text Todd: 614-774-8146

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

💥 𝐋𝐢𝐧𝐜𝐨𝐥𝐧 𝐒𝐭𝐫𝐞𝐞𝐭 𝐒𝐚𝐥𝐬𝐚 💥 𝐅𝐞𝐚𝐭𝐮𝐫𝐢𝐧𝐠: 💥 𝐋𝐢𝐯𝐞 𝐒𝐚𝐥𝐬𝐚 𝐁𝐚𝐧𝐝: 𝐀𝐥 𝐒𝐨𝐧 𝐃𝐞𝐥 𝐈𝐲𝐚! . 💥 𝐒𝐚𝐭𝐮𝐫𝐝𝐚𝐲, 𝐌𝐚𝐫𝐜𝐡 𝟏𝟒 💥 𝟖 𝐩𝐦 – 𝟏 𝐚𝐦 . 🟣 Salsa, Bachata, and Merengue 🟣 Dancing All Night Long! . 👉 𝐁𝐮𝐲 𝐄𝐚𝐫𝐥𝐲 𝐁𝐢𝐫𝐝 𝐓𝐢𝐜𝐤𝐞𝐭𝐬 𝐍𝐎𝐖 𝐚𝐭: [https://columbussalsadancing.com/live-salsa-band-tickets-early/](https://columbussalsadancing.com/live-salsa-band-tickets-early/) . Lincoln Street Salsa 1717 Brice Rd Reynoldsburg, Ohio 43068 . 🟣 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 8:00 pm – 8:30 pm . 🟣 𝐁𝐞𝐠𝐢𝐧𝐧𝐞𝐫 𝐃𝐚𝐧𝐜𝐞 𝐋𝐞𝐬𝐬𝐨𝐧! 8:30 pm – 9:30 pm . 🟣 𝐎𝐩𝐞𝐧 𝐃𝐚𝐧𝐜𝐞 𝐏𝐚𝐫𝐭𝐲 𝐖𝐢𝐭𝐡 𝐋𝐢𝐯𝐞 𝐒𝐚𝐥𝐬𝐚 𝐁𝐚𝐧𝐝! 9:30 pm – 1:00 am . ✅ Cover Includes Dance Lesson and/or Party! . 👉 𝐁𝐮𝐲 𝐄𝐚𝐫𝐥𝐲 𝐁𝐢𝐫𝐝 𝐓𝐢𝐜𝐤𝐞𝐭𝐬 𝐍𝐎𝐖 𝐚𝐭: [https://columbussalsadancing.com/live-salsa-band-tickets-early/](https://columbussalsadancing.com/live-salsa-band-tickets-early/) . 👉 $𝟐𝟓 𝐄𝐚𝐫𝐥𝐲 𝐁𝐢𝐫𝐝 𝐓𝐢𝐜𝐤𝐞𝐭𝐬 (𝐄𝐧𝐝𝐬 𝟑/𝟏𝟒 @ 𝟓 𝐩𝐦!) . 👉 $𝟑𝟎 𝐀𝐭 𝐭𝐡𝐞 𝐃𝐨𝐨𝐫 . ✅ 𝐍𝐨 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐍𝐞𝐜𝐞𝐬𝐬𝐚𝐫𝐲! ✅ 𝐍𝐨 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐝! ✅ Always Other People to Dance With! ✅ Singles, Couples, Beginners, and Pros Welcome! . ✅ BYOB ✅ 18+ . ✅ 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬? 𝐕𝐢𝐬𝐢𝐭: LincolnStreetSalsa.com 𝐎𝐫 𝐓𝐞𝐱𝐭 𝐓𝐨𝐝𝐝: 𝟔𝟏𝟒-𝟕𝟕𝟒-𝟖𝟏𝟒𝟔 . 👉 𝐁𝐮𝐲 𝐄𝐚𝐫𝐥𝐲 𝐁𝐢𝐫𝐝 𝐓𝐢𝐜𝐤𝐞𝐭𝐬 𝐍𝐎𝐖 𝐚𝐭: [https://columbussalsadancing.com/live-salsa-band-tickets-early/](https://columbussalsadancing.com/live-salsa-band-tickets-early/) .

Is your business taking more of your time than you would like? [Rob Young](https://www.linkedin.com/in/cinci-robyoung/) principal at [Stage 3 Group](https://www.linkedin.com/company/stage-3-group/), hosts this workshop series and is the author of Stage 3 Success. * Provides a framework and a playbook for leaders of emerging businesses * Reviews business management tools and techniques for scaling and maturing a business * How to recognize and leverage stories hidden in financial statements * How to implement financial and operational controls and use leading indicators to spot trouble before it occurs * How to manage your time for maximum effect * How to deal with nonperforming employees * How to create standard operating procedures throughout your organization Four sessions will include two hours of content and an optional 90-minute hands-on lab. Reserve your spot via this link: https://clintonvilleba.com/calendar/#!event/2026/3/20/chaos-to-clarity-to-control ($200 for non-CABA members.)