WisOwners Lunch & Learn – Investing with a Purpose
RSVP for Investing with a Purpose at
PLEASE NOTE: WE’RE BACK TO ENTERING THE MAIN LOBBY DOORS UNDER THE CAR-PORT ON THE RIGHT
1005 South Moorland, 1st Floor (Hotel Main Lobby on right that we normally use!)
Investing with a Purpose
with Ron Chandler
Have you established short and long term financial goals?
Do you know if your current investment strategies align with those goals?
Have you considered the risks that could prevent you from reaching your financial goals and have you taken steps to mitigate those risks?
In this talk, you will be presented with an easy to follow blueprint for investing with a purpose and managing your wealth so that you can spend more time focusing on managing your business.
Stocks, Bonds, Mutual Funds, and Real Estate. Today there are more investment products to choose from than ever before. In this presentation, we will talk about the importance of establishing the “Whys” for your investment strategies – Investing with a Purpose – before jumping into the “What’s”.
If you are interested in understanding the risks people make with their investment strategies, then join us and learn how to make sure your strategies align with your financial goals. This is NOT a “sales pitch” – everyday people AND financial advisors will find this of interest.
Meet our Expert: Ron Chandler
“Investing with a Purpose” Presenter Ron Chandler
Wisconsin Business Owners sponsor Ron Chandler is an owner and officer with Summit Investment Management, Ltd., a fee-based investment management company located in Milwaukee.
Before acquiring a portion of Summit in 2012, Ron had worked as an options instructor for Optionetics Inc., as well as Managing Partner for Chandler-Wiles Group, LLC, a management consulting firm and Big Dog, LLC., a private investment firm.
Ron has executive experience across a wide variety of industries (automotive, pharmaceutical, petrochemical, service, food retail, and financial) and disciplines (sales, engineering, program management, product development, and operations).
After selling his manufacturing business in 1994, Ron established himself as a turnaround consultant working with troubled companies.
Ron holds a Series 65 Securities Licenses as well as State insurance licenses in Life and Health in the state of Wisconsin. He is also certified as a Lean Manufacturing Expert and a Six Sigma Black Belt by the University of Michigan-College of Engineering and has co-authored a book on those subjects.
He has been a featured speaker at investment conferences across the country and volunteers his time teaching financial literacy to school age children and young adults. He also shares his life lessons on his Blog, Foundational Living.
Ron’s Contact Information:
C/O: Summit Investment Management, Ltd.
400 E Wisconsin Ave.
Milwaukee, WI 53202
rchandler (at) suminvest.com
***Come Join Us!*** RSVP at
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, December 2, 2016***
11:00 – MEET AND GREET
OPEN NETWORKING FOR A FULL HOUR BEFORE LUNCH
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
12:45 – Speaker Presentation: Ron Chandler
1:30 – End… or stick around to build relationships!
***SPEECHES MAY BE VIDEOTAPED or PHOTOGRAPHED***
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 for this Lunch & Learn now!
MEET OUR SPONSORS & ORGANIZERS:
Earl Smith, Consultant / Legal Shield
Stacy Kaat of Stacy Kaat Photography
She makes YOU look like a million!
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
Maggie Mongan of Brilliant Breakthroughs, Inc. Rocks!
Check out over 700 blog posts to simplify your business’s
profitability at http://www.BrilliantBreakthroughs.com
Ron Chandler of Summit Investment Management, Ltd.
Lucas J. Robak of Skillset Life Coaching, LLC
Jennifer at http://www.MainStreetFraming.com in Lannon – Frame Your Awesomeness!
—-Thank you to our sponsors!—-
You can always get in touch with Maggie & me through the
“Contact Organizer” link on Meetup:
OUR MAIN SITE, BESIDES MEETUP, IS AT WisOwners.com !
Organizer, Wisconsin Business Owners
Owner, OnYourMark, LLC
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 ~
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