Part-time Investing and Trading

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.*

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)

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 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."

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