Investing

At Evolve Synergy Sessions, you'll be part of a supportive mastermind where we share challenges, brainstorm solutions, and inspire one another to take bold steps in our businesses. Grow your network, gain fresh perspectives, and build meaningful relationships with like-minded women who are committed to success. Whether you’re looking to move the needle in your business or simply need a space to connect and recharge, this is the perfect place to fuel your entrepreneurial journey. [Add Event to Calendar](https://evolvecolumbus.eventcalendarapp.com/) \*\* Please note, we will be arriving around 8:15a for open networking! Get there early and get connected! Contact Alexis Morley at [alexis.morley@edwardjones.com](mailto:alexis.morley@edwardjones.com) or Terri Lawson at [terri.lawson@e-merge.com](mailto:terri.lawson@e-merge.com) for more information.

**Tickets are on sale now**

Newark Area Traders and Exchangers Please join us! You won't want to miss this meeting! We have new investor topics every week. Finally, we will go over properties for sale, needs, and wants. Please carve out time to come join us Friday at 8 a.m. EST Don't forget to like us on Facebook, Newark Area Traders and Exchangers. NEWARK AREA TRADE & EXCHANGERS 975 Mt. Vernon Rd. (Entry at the front doors) Newark, OH 43055 Dues are $5 minimum per person, per week. Part of this goes to our treasurer to fund the meeting and the balance to the church for the use of their room. “Opportunity for Generosity”! Founders: Gerald DePalmo and Furman Tinon (and others) Established 60 +/- years ago and still going strong! Zoom meeting. Topic: NEWARK AREA TRADE & EXCHANGERS Time: 08:00 AM Eastern Time (US and Canada) Please download and import the following iCalendar (.ics) files to your calendar system. Weekly: [https://us02web.zoom.us/meeting/tZcrfuuoqTMvH9Ox4pAJb3wmj1KuwP_Vuylj/ics?icsToken=98tyKuGrqDIoGtOdtRyARpwqBIr4a_TwtlxYgvpyhEv1IgpRMRT7PLNpJ6VPL-7F](https://us02web.zoom.us/meeting/tZcrfuuoqTMvH9Ox4pAJb3wmj1KuwP_Vuylj/ics?icsToken=98tyKuGrqDIoGtOdtRyARpwqBIr4a_TwtlxYgvpyhEv1IgpRMRT7PLNpJ6VPL-7F) Join Zoom Meeting [https://us02web.zoom.us/j/83692078557?pwd=OXNKVGk4alRPNG1BdlNhdFNDQTFSUT09](https://us02web.zoom.us/j/83692078557?pwd=OXNKVGk4alRPNG1BdlNhdFNDQTFSUT09) Meeting ID: 836 9207 8557 Passcode: 215853 One tap mobile +13462487799,,83692078557#,,,,\*215853# US (Houston) +16699006833,,83692078557#,,,,\*215853# US (San Jose) Dial by your location +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 929 205 6099 US (New York) +1 253 215 8782 US (Tacoma) +1 301 715 8592 US (Washington DC) +1 312 626 6799 US (Chicago) Meeting ID: 836 9207 8557 Passcode: 215853 Find your local number: [https://us02web.zoom.us/u/kc1yVEZLS1](https://us02web.zoom.us/u/kc1yVEZLS1)

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.)

Our hybrid event takes place both as a face-to-face and as an online meeting using the GoToMeeting software application: [ ](http://app.goto.com/meeting/449766181)[CinMIC LINK](https://meet.goto.com/449766181). This club is an operating stock investment club, open to the public as an educational opportunity. Each month this club covers an investment educational topic or presents a teaching segment. Stocks are discussed and studied. This month's educational topic will be presented by Allan Chestnut on CASH FLOW and how it affects investing. Our stock study will be ADDUS Home Care (ADUS) presented by member Paul Jayaseelan. We end the meeting with a "Talkin' Stocks" segment with quick overviews of Coke (KO) and Chipotle (CMG). Investors at all levels are welcome at the face-to-face meeting or online by using this[ ](http://app.goto.com/meeting/449766181)[CinMIC LINK](https://meet.goto.com/449766181). Get to know fellow investors!

📢 **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**.

**Learn how to make money in real estate without buying properties!** The workshop is free for my first 25 guests! Join us from 10 AM to 4 PM on Saturday, March 21. **The event is FREE\* for my first 25 guests, but you must complete your registration through this link:** **[https://realdealnetwork.com/publiceventdetails?id=699be6e2d786dd39610c6973&ref=randy](https://realdealnetwork.com/publiceventdetails?id=699be6e2d786dd39610c6973&ref=randy)** **If the link does work, please complete the registration by sending your first name, last name, cell number, and email address to RandyPertler@gmail.com.** Randall Cloud began investing in real estate in 2011 and transitioned full-time in 2019 after achieving significant success. Alongside building a long-term rental portfolio, he specialized in short-term rentals through lease arbitrage, scaling to 24 leased properties in under two years. By building a strong local team and implementing streamlined systems and automation, Randall has created efficient, profitable operations and now shares his practical strategies to help others build scalable income. **About This Event** Looking to build wealth through real estate? Whether you're a beginner or an experienced investor, this full-day Intensive Training with Randall Cloud will equip you with powerful strategies to increase cash flow, eliminate debt faster, and create financial flexibility! Spend the day learning alongside like-minded investors as Randall shares expert insights on short-term rentals and velocity banking, two high-impact strategies designed to maximize your returns and accelerate your path to financial freedom. Plus, you'll get an inside look at who we are, what we do, and how you can be part of our thriving community. **What You’ll Learn:** **Short-Term Rentals (Airbnb & Vacation Rentals)** · How to identify the best properties for short-term rentals · Strategies to market and optimize listings for maximum occupancy and income · The legal and tax considerations of running a short-term rental business · How to automate and scale your operations for passive income **Velocity Banking & Cash Flow Acceleration** · How to use velocity banking to pay off debt years faster · Strategies for leveraging lines of credit to grow your real estate portfolio · The power of financial efficiency - maximizing your income while minimizing interest payments · How to structure your finances like a real estate pro to create long-term wealth **The event is FREE\* for my first 25 guests, but you must complete your registration by sending your first name, last name, cell number, and email address to RandyPertler@gmail.com.** **Randy Pertler** **[www.YouTube.com/RandyPertler](http://www.YouTube.com/RandyPertler)** \*Renatus students and ICMs are not eligible for the FREE offer

**Learn how to make money in real estate without buying properties!** The workshop is free for my first 25 guests! Join us in Lisle from 10 AM to 4 PM on Saturday, March 21. **The event is FREE\* for my first 25 guests, but you must complete your registration through this link:** **[https://realdealnetwork.com/publiceventdetails?id=699be6e2d786dd39610c6973&ref=randy](https://realdealnetwork.com/publiceventdetails?id=699be6e2d786dd39610c6973&ref=randy)** \*\*If the link does work, please complete the registration by sending your first name, last name, cell number, and email address to RandyPertler@gmail.com. Randall Cloud began investing in real estate in 2011 and transitioned full-time in 2019 after achieving significant success. Alongside building a long-term rental portfolio, he specialized in short-term rentals through lease arbitrage, scaling to 24 leased properties in under two years. By building a strong local team and implementing streamlined systems and automation, Randall has created efficient, profitable operations and now shares his practical strategies to help others build scalable income. **About This Event** Looking to build wealth through real estate? Whether you're a beginner or an experienced investor, this full-day Intensive Training with Randall Cloud will equip you with powerful strategies to increase cash flow, eliminate debt faster, and create financial flexibility! Spend the day learning alongside like-minded investors as Randall shares expert insights on short-term rentals and velocity banking, two high-impact strategies designed to maximize your returns and accelerate your path to financial freedom. Plus, you'll get an inside look at who we are, what we do, and how you can be part of our thriving community. **What You’ll Learn:** **Short-Term Rentals (Airbnb & Vacation Rentals)** · How to identify the best properties for short-term rentals · Strategies to market and optimize listings for maximum occupancy and income · The legal and tax considerations of running a short-term rental business · How to automate and scale your operations for passive income **Velocity Banking & Cash Flow Acceleration** · How to use velocity banking to pay off debt years faster · Strategies for leveraging lines of credit to grow your real estate portfolio · The power of financial efficiency - maximizing your income while minimizing interest payments · How to structure your finances like a real estate pro to create long-term wealth \*\*The event is FREE\* for my first 25 guests, but you must complete your registration by sending your first name, last name, cell number, and email address to RandyPertler@gmail.com. **Randy Pertler** **[www.YouTube.com/RandyPertler](http://www.youtube.com/RandyPertler)** \*Renatus students and ICMs are not eligible for the FREE offer

***Okay, call me crazy but you have got to try their chip n dip!*** Club 185 is a true hidden gem in German Village! Seriously, old school, good comfort food and drink. We will try to gather in spaces near the windows. While we'll share Chip n Dip, you'll want to order a sandwich, too. **Where the Chip Began (1817)** Potato chips can be traced back to an English chef, William Kitchiner, who includes ‘crisps’ in his bestselling cookbook, “The Cook’s Oracle.” **Chip and Dip Popularity** The popularity of chip and dip skyrockets at the end of World War II with new entertainment fads and the introduction of Lipton’s new advertising campaign for their famous French Onion Dip. (Club 185 doesn't openly admit it, but I'm pretty sure that's their dip recipe!) **[Club 185](http://club185.com/)**—a true neighborhood bar serving since 1954, when it was known as a local 'speak-easy'. Located in German Village, Club 185 features a menu of quality casual comfort food and full bar. From politicians to lawyers, hardhats to hipsters—all find Club 185 the perfect place to tame their hunger and quench their thirst! **PARKING**: I know, brick street parallel parking can be a pain. Two other choices, metered parking along Livingston heading towards Children's Hospital or across the street in the large church lot (park in spaces farthest away from the church entrance doors, closer to the street). **PRE-EVENT**: **HAPPY HOUR (3-5pm)**: Italian drinks and bites at [Cento's happy hour](https://centogermanvillage.com/menus/), nearby.

Join for a two mile hike at beautiful Blacklick Woods Metro Park leaving from the base of the canopy walk. This hike is mostly flat on gravel and paved trails. Come and enjoy another warm springing hike with us.

Let's grab some coffee/food and share a morning chat! The East Market has an ample parking lot and outdoor and indoor seating. Grab a cup of coffee from Winston's Coffee & Waffles or on your way to East Market and meet us on the second floor - table behind or east of the elevator. Per what this group is about: "Everyone is welcome! International transplants to Columbus who want to improve language skills, Columbus residents who want to discuss international travel and culture, and anyone who enjoys getting together for good conversations."

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.*

**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**!

Weekly Momentum Webinar: The Momentum Circle Building Supportive Alliances for Growth **“You don’t grow alone — you grow through alignment.”** Join this live, energy-filled session and discover how to build relationships that **multiply your momentum** — both personally and professionally. **What You’ll Learn** * How to **identify and strengthen relationships** that truly matter. * The **4-Step Momentum Circle Framework** to create aligned connections. * Powerful **mindset shifts** to nurture trust and consistency. * A simple way to use **Relationship Marketing** to grow new and existing relationships through genuine appreciation. * An **action challenge** you can start immediately after the session. [REGISTER NOW](https://triumphtracknow.com/weekly-momentum-series) **Who It’s For** Entrepreneurs, leaders, and growth-minded professionals who want: * Deeper collaboration * Authentic alliances * Greater impact **What to Expect** 🌟 A **quick emotional priming exercise** to open your energy for connection 🌟 **Practical insights** you can apply the same day 🌟 A **real community experience** — conversation, learning, and momentum together **Take Action** Your next level of success lives **inside your circle**. Take **40 minutes for yourself this week** — fill your cup, build better connections, and move forward with purpose. [RESERVE YOUR SPOT HERE](https://triumphtracknow.com/weekly-momentum-series)

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!

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!