Money

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

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.*

Inspired by our successful events like "Saturday Mornings @ East Market" and other "Pot Luck in the Park" lunches, this gathering promises to be a blend of fun conversations, language exchange, and cultural insights, all while sharing wonderful foods with each other. Please bring a dish to share and anything you would like to drink. We will provide plates, plastic silverware and napkins. So, come hungry and ready to chat!

Start your week the right way with Manic Mondays. Giving you an enjoyable Bachata lesson with a push of cool moves. The second hour has Beginner/Intermediate Salsa on 1. You must understand basic Salsa skills to participate. 730pm-830pm Bachata Cool Moves 830pm-930pm Salsa On 1 (Beginner/Intermediate) $15 for One Class $20 for Both Free Parking & Plenty of Dance Space.

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

At Dunkin’ Donuts – Baskin-Robbins, 3245 North High St., Columbus, OH 43202 I don’t know about you, but I LOVE a banana split. $6 banana split Wednesdays through March. Go bananas for Baskin-Robbins this March! Brand debuts new banana dolce de Leche flavor of the month and $6 banana split Wednesdays. This March, Baskin-Robbins is going bananas! They are rolling out a next level twist on the classic Bano fee pie with its newest flavor of the month – banana dolce de Leche – a sweet, creamy creation. That’s sure to send die hard banana lovers, and anyone with a sweet tooth into a full on frenzy. As an additional treat, Baskin-Robbins is introducing $6 banana split Wednesdays to make midweek moments even sweeter.