WisOwners Lunch & Learn: The hidden "retirement plan" inside your small business

This is a past event

34 people went

Price: $25.00
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Start the new year off right by joining us for networking, lunch, and learning a great way to take care of your financial future.

The Hidden Retirement Plan Inside Your Business
by Ron Chandler

Do you have a plan to retire some day?
Does Your Plan include selling your business?
What keeps you up at night regarding retirement?

What the he** are you talking about Ron?

In this session, we will discuss a not-so-obvious retirement strategy to consider. The strategy is easy to implement and can provide a higher degree of flexibility in your overall plans.

Note: The opinions expressed in this presentation are those solely of Ron Chandler and do not necessarily represent those of Summit Investment Management, Ltd.

Please register now:
If you are concerned at all about retirement or if you’d like to learn about an alternative strategy to compare with today’s traditional options. Then join us on January 29th and see if your business has a hidden retirement plan inside of it.

Want to be a good friend or mentor? Invite others to join you. They'll appreciate your invitation to learn more about this hidden gem.

Meet Our Expert: Ron Chandler

Ron Chandler is an Investor, Serial Entrepreneur, Author, and Public Speaker. For over 30 years, he has bought, started and sold businesses across a diverse spectrum of sectors. He has worked as a consultant for various corporations, banks and CPA firms and created risk-analysis models for use by corporate managers and private investors. His co-authored book, "Driving Operational Excellence", is still used today in businesses and training courses around the country. As a public speaker Ron has led discussions at investment conferences and training seminars on technical analysis and the use of equity options in the retail trading environment. His co-authored training program on technical analysis has since been delivered at both live conferences as well as on-line webinars.

Ron is passionate about working with the less-fortunate as well as helping his fellow travelers succeed in achieving their goals and ambitions.

Ron is a Graduate of the University of Michigan with a Bachelors of Science Degree in Chemical Engineering, MBA in Marketing and Finance from the University of Detroit and has received certifications in both Lean Manufacturing and Six Sigma analysis methodologies. He currently hold a Series 65 Securities Licenses as well as Life and Health Insurance Licenses with the State of Wisconsin.

Contact Information:
C/O: Summit Investment Management, Ltd.
400 E Wisconsin Ave.
Milwaukee, WI 53202

Direct Dial:[masked]
rchandler (at) suminvest.com

***Come Join Us!***

Click on the "I'm going box" to start your registration now.
You will be able to reserve your seat to network with other authentic relationship builders. Bring plenty of business cards and brochures to share!

***ITINERARY Friday, January 29, 2016***

This is the start of the Lunch & Learn...
early arrival allows more open-networking time.
We encourage you to meet many during this time.

12:00 (Noon) - All-You-Can-Eat Buffet, including Salad Bar!
Network with great Business Owners and build strong
relationship at your table while Lunching.

12:40 Learning Presentation
12:40 - Speaker Introduction: Ron Chandler
12:45 - Speaker Presentation
1:30 - End... or stick around to build relationships!

Your attendance at Wisconsin Business Owners means you may be shown on tape...and you're okay with that!

Please contact Keith with suggestions or questions.
Join us - RSVP now!


Mark Mullarky of Mullarky Business Systems! From 1-50 PCs,
Mark is your man for Computers and Computer Networks.
Learn more at http://www.MBSWI.com (http://www.mbswi.com/)

Maggie Mongan of Brilliant Breakthroughs, Inc. Rocks!
Check out over 600 blog posts to simplify your business's
profitability at http://www.BrilliantBreakthroughs.com (http://www.brilliantbreakthroughs.com/)

Greg Adlington of Next Gen Commercial Capital, LLC
http://www.nextgencomcap.com (http://www.nextgencomcap.com/)

Ron Chandler of Summit Investment Management, Ltd.
http://www.suminvest.com (http://www.suminvest.com/)

Lucas J. Robak of Skillset Life Coaching, LLC
http://www.SkillsetLifeCoaching.com (http://www.skillsetlifecoaching.com/)

George Schroeder, 3rd Generation Custom Home Builders
http://www.SchroederBuildersLLC.com (http://www.schroederbuildersllc.com/)

Karin Conway of KMC Marketing, LLC
http://KMCmkt.com (http://kmcmkt.com/)

----Thank you to our sponsors!----

********* You can always get in touch with me through the
"Contact Organizer" link on Meetup:

Regards, Keith Klein
Organizer, Wisconsin Business Owners
Owner, OnYourMark, LLC http://www.OnYourMark.com (http://www.onyourmark.com/)
Google Phone:[masked]

Author of WebForging, A Practical Guide to the Art of Forging Your Web Presence http://WebForging.com This 242 page guide is written in non-geek speak especially for small business owners. Copies are available for $20 if Keith signs yours at the event!

p.s.: Link up with us on LinkedIn ~
Our focus moving forward is to extend the value of the enhanced relationships engendered in our Wisconsin Business Owners Group, in person and online. Extend the value of your deepening relationships at our LinkedIn Wisconsin Business Owners Group. Details to be announced.

Find and follow (and re-tweet) us @WisOwners at Twitter (https://twitter.com/wisowners)!