Value Investing

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.*

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!

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 :)

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.)

http://photos2.meetupstatic.com/photos/event/2/a/9/6/600_348310902.jpeg Instructor - Crow, HPS Class fee is $30 at the door or approved exchange RSVP with Advance pay of $25 (discounted) by PayPal on the web or by contacting Enchanted Elements (614) 437-2642. Reservations made directly to Enchanted Elements will be added to the class list manually not online. Private Instruction ~ Closed to the Public ~ Initiated Members Only Please come prepared for ritual. Blessings ~ Crow