WisOwners Lunch & Learn – Investing with a Purpose

RSVP for Investing with a Purpose at 
https://www.meetup.com/wisconsin-business-owners/events/235335914/

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

Picture of "Investing with a Purpose" Presenter 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

Direct Dial: 414-291-4488 
rchandler (at) suminvest.com

***Come Join Us!***  RSVP at 
www.meetup.com/wisconsin-business-owners/events/235335914/

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.
http://www.SumInvest.com 

Lucas J. Robak of Skillset Life Coaching, LLC
http://www.LucasRobak.com

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: 
http://www.meetup.com/wisconsin-business-owners/suggestion/

OUR MAIN SITE, BESIDES MEETUP, IS AT WisOwners.com !

Regards,
Keith Klein
Organizer, Wisconsin Business Owners
Owner, OnYourMark, LLC
http://www.OnYourMark.com
Google Phone: 262-820-8201

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 ~
https://www.linkedin.com/groups?home=&gid=1795298
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. 

Find and follow (and re-tweet) us @WisOwners at Twitter!

Like us on Facebook at
https://www.facebook.com/Wisconsin-Business-Owners-170246793991/

Add us to your Circles at Google Plus:
https://plus.google.com/+Wisowners-meetup/

Come join us!  RSVP at 
www.meetup.com/wisconsin-business-owners/events/235335914/