Investor Presentation

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

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**!

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!

[The Board Walks](http://www.theboardwalks.com/) are for curious people who love deep conversations. If that sounds like you, **bring a thoughtful topic** and join us for a 5-mile walk (10,000+ steps!). **HOW IT WORKS** **Step 1: Bring a topic** Before you arrive, think of **one** topic you want to explore. A question. A thought that's been on your mind. An obsession you want to geek out on. This is your ticket to the event. **Step 2: Circle up & share** We gather in a circle. Your friendly walk host gives a speech to set the tone. Everyone shares: your name, what you're grateful for, and your topic. That's it. 60 seconds. **Step 3: Walk, talk & float** We walk 5 miles. You naturally drift into conversation with 2-3 people at a time, pulled by topics that spark your curiosity. When you're ready to move on, just say: "I'm going to float!" **Step 4: Feel more alive** Two hours flies by. You're back where you started — but you feel different. More alive. More energized. More connected to yourself and others. That's why regulars join 20+ times. *For more details, read our [Orientation Guide.](https://www.theboardwalks.com/orientation)* **HOW TO BRING A GREAT TOPIC** A great topic = something you're genuinely curious about. Recent topics include: * "What are you passionate about right now?" * "What makes a good friend?" * "What's a belief you used to hold that you've completely changed?" * "How do you want to be remembered?" * "What would you do if money wasn't a factor?" Think of your topic like the dish you're bringing to our conversational potluck. If everyone brings an A+ dish (i.e. energizing, uplifting, expansive), we'll all walk away feeling lighter and brighter. **WHAT TO EXPECT** This isn't a fitness event with casual chitchat. It's a walking think tank where we explore life's big questions together, beyond small talk. *If you're looking for light banter or a standard networking event, this probably isn't the right fit.* But if you crave depth, genuine connection, and conversations that make you feel alive? You'll love it here. **FAQ** * Wear casual athletic attire and sneakers. It's a long walk! * We have multiple first-timers at each event. We work hard to create a welcoming, inclusive, clique-free space. * We welcome people of **all** ages, backgrounds, and industries who align with the [intention](https://www.theboardwalks.com/ground-rules) of this space. * Rain or shine, we've been out here nearly every week since July 2022. If the event is cancelled, we'll let you know. * Dogs, babies in strollers, parents, and friends are welcome — please text/email them the event link so they can RSVP and prepare a topic! **LOGISTICS** * If you'll arrive over 10 minutes late, we suggest skipping the event. It's hard to find us once we start walking, and your host can't answer messages during the event. * This walk is designed for everyone to *move together at the same steady pace* (about 20 min/mile). This format works best when the whole group moves in unison. If you have mobility limitations, we kindly encourage you to find an event better suited to your needs. * Read our [Orientation Guide](https://www.theboardwalks.com/orientation) for full details. * If you enjoy the event, send **[this](http://www.theboardwalks.com/)** to a friend or sign up for our **[newsletter](https://theboardwalks.beehiiv.com/)**. We're in multiple cities with more on the way. 🤠👋 **IF YOU WANT TO GO DEEPER...** [The Board](https://stan.store/ellebeecher/p/the-board) is the next step: a high-trust collective for renaissance people devoted to creating, connecting, and building lives that light us up. * This is a global HQ for people who crave big talk, deep connection, and dream collaborations with people across industries. If the walks feel like a spark... The Board is the fire. Apply [here](https://stan.store/ellebeecher/p/the-board).