Investment Analysis

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.*

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!

WQC has weekly Thursday night social nights at the Westerville Java Central. Come and grab a coffee and connect with the community: low stakes, chill environment, and tasty drinks. No registration is required; come as you are.

A fun way to compare wines from two different countries at a time. House Wine is squaring off two countries' wines against each other each Thursday in March. March 12, March 19, March 26, and the Finals April 2nd. Meet and Greet format....show up after 7pm, pay your $15 at the cash register, get your wine glass, and enjoy. I will get a table reserved for the group. Remember, you may bring in your own food or takeout. Attendance is your agreement to the Group's Waiver of Liability terms. See our Group homepage for details. Parking is tough at House Wine; there is a municipal lot one-half block north of the shop and sometimes parking at the lot behind Jet Pizza, accessed by the lane between the east House Wine parking lot and the residence to the east.

**Important time note:** Please plan on arriving between 5:30 and 6:00 as the elevators lock after 6 and you'll need to message us and we'll need to come get you. The building address is 4450 Bridge Park The entrance is 6620 Mooney St, Suite 400 **Abstract** Web Forms gave .NET developers a powerful abstraction for building reusable UI controls long before design systems were a thing. Web Components finally bring that same idea to the browser natively. This session explores how the Web Forms mindset translates into Custom Elements, Shadow DOM, and HTML templates. We’ll examine how Web Components enable design systems that work across frameworks, how they differ from server‑driven controls, and why they’re becoming a foundational layer for modern UI. Whether you’re maintaining legacy apps or building greenfield projects, you’ll leave with a practical understanding of how to apply familiar patterns in a modern, standards‑based way. **YouTube Link** TBA

Welcome, readers! Our March read is **_The Bean Trees by Barbara Kingsolver._** The story follows Taylor Greer, a young woman from rural Kentucky who leaves home for the West, only to find herself unexpectedly becoming the guardian of an abused Native American toddler named Turtle. In Tucson, Arizona, they form a makeshift family with a diverse group of people, including Guatemalan refugees and a single mother, exploring themes of motherhood, community, belonging, and finding hope in hardship. The story blends humor with serious issues, creating a story about finding family in unexpected places. Looking forward to discussing with everyone! We will meet at Zaftig Brewing Co in their event room in the back. We are welcome to bring in our own food, but **drinks must be purchased at the bar.** Happy reading! 📖

So this month's prompt is more general. I think we can all agree that we are living in "unique" times that require coping skills. I think that one role and/or purpose of philosophy is to help us deal with our daily lives and our "unique" times. So, let's share our feelings and thoughts about which philosopher/philosophy we turn to in order to deal with our crazy events. Who/what helps you stay focused in your daily life and helps you sleep at night. I find that Stoicism with a little philosophical pessimism mixed in goes a long way in helping me deal with what I see as very destructive, fearful and mean spirited public policies at both the state and federal levels. Hope to see you on March 28th!

Bienvenue! Columbus French Conversation group invites you to our Saturday morning French conversation club. Expect a casual and welcoming atmosphere in which to learn french! I will bring my laptop so we can look up new vocabulary as needed! The venue is a beautiful French restaurant so you can really get into the zone :)

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

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)

Let’s do it again! 😍 12:30 Lunch- First Watch 6547 Artesian Run,Delaware Shop after lunch at: Painted Tree Boutique (over 100 indoor vendors) 59 Meadow Park Ave., Lewis Center

We thought of one of the interesting things that can be enjoyed at this time of the year. We will be meeting at Immaculate Conception Catholic Church for a "Fish Fry" in Marian Hall on Friday, March 27th at 5:00 PM. It might be fun for you to experience what has become a tradition on the Fridays before Easter. They will have fried fish or baked fish, French fries and Cole slaw, as well as beverages, all for $16.00 for adults. They will have other beverages and desserts available for sale, as well. We have never tried this, and sometimes there are quite a few people at these events so we hope that we will be able to find each other easily. I'll try to have signs outside Marian Hall that Identify our group. We hope to have you join us!

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**!

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!

Join us as we get together for an Arthouse Movie Friday event to see the A24 dark comedy /romance / psychological-thriller, THE DRAMA! The film stars Zendaya and Robert Pattinson as a happily engaged couple whose relationship is challenged when one discovers unsettling truths about the other. Here are details, a trailer and our plan for this event: DESCRIPTION: The film follows a happily engaged couple whose relationship is put to the test when an unexpected turn sends their wedding week off the rails. The film comes from A24, is written/directed by Kristoffer Borgli stars Zendaya, Robert Pattinson, Mamoudou Athie, Alana Haim, Hailey Gates and Zoë Winters. QUICK WORD OF WARNING: The film hasn’t screened for critics yet and most of the details are being kept tightly under wraps. But, early buzz (possibly promotional) says the film is a brilliant psychological thriller/romance but also provocative, twisty and some contains occasional uncomfortable viewing! I love the cast and trailer, so look forward to seeing for ourselves! ZENDAYA-PATTINSON TRIFECTA CHALLENGE: Robert Pattinson and Zendaya will star in THREE movies together this year, including THE DRAMA, Christopher Nolan’s THE ODYSSEY this Summer and Denis Villeneuve’s DUNE: PART THREE at Christmas! TRAILER: [https://www.youtube.com/watch?v=6zmKcUa4Xxk](https://www.youtube.com/watch?v=6zmKcUa4Xxk) PLAN: We’ll plan for 7pm-ish showing and will meet in the lobby area about 30 minutes before showtime! Advance ticket purchase not required for this theater but early arrival is advised. Possibly post-movie get-together at the nearby Rusty Bucket! Complete details will be confirmed/announced as the date gets closer. Take care and look forward to seeing you there, Dan

***Join us for a behind-the-scenes look at Wyandotte Winery!*** Discover where local wines are crafted, and gain insights into the making of small-batch wines. Learn about the interesting history of Wyandotte Winery and the unique aspects that make it a local gem. **Highlights:** • Guided tour of the wine cellar and details on our wine-making process • Historical overview of Wyandotte Winery - and updates on What's New at the winery! • Opportunity to taste our current wine selection • Ask questions and interact with the Wyandotte team **Start Times**: 1:00 PM, other times by request. **Cost:** $10 (includes 1 glass of wine). Pay at the door **Parking:** usually best to park one block down the road in the church parking lot. 2 minute walk. **Note:** Touring the cellar requires taking one flight of stairs. After your tour, feel free to join us for a Fired Up Pizza or winery small plate! Whether you're a wine enthusiast or just curious, this tour will enhance your appreciation for wine and small-batch winemaking. Cheers!!![🍷]()

A fun way to compare wines from two different countries at a time. House Wine is squaring off two countries' wines against each other each Thursday in March. March 12, March 19, March 26, and the Finals April 2nd. Meet and Greet format....show up after 7pm, pay your $15 at the cash register, get your wine glass, and enjoy. I will get a table reserved for the group. Remember, you may bring in your own food or takeout. Attendance is your agreement to the Group's Waiver of Liability terms. See our Group homepage for details. Parking is tough at House Wine; there is a municipal lot one-half block north of the shop and sometimes parking at the lot behind Jet Pizza, accessed by the lane between the east House Wine parking lot and the residence to the east.

Join us for a flat 2.6 mile hike along the Alum Creek Trail from the rear parking lot of the Easton Hilton Garden Inn to the Strawberry Farms Park and back. This scenic trail along Alum Creek is a gem. Come and hike it with us!