• Serving Sussex, Lannon and Lisbon in Waukesha County
Loading Events

« All Events

  • This event has passed.

*Virtual* PEAK Event – Retirement Planning

April 8 @ 8:00 am - 9:00 am

Free – $15.00
JOIN US AS WE REACH FOR THE PEAK in 2021

The 2021 PEAK Speaker Series will dive into unique topics related to business ownership, financial planning and how to navigate the changing business environment.

 

 

This PEAK will be all about business/financial planning, with a focus on the business owner and corporate/401k review options and responsibilities. 

Talk with SACC new member, Nate Fair, Associate Vice President of Investments from Raymond James.

  Topics discussed will be:

(1) What is planning and what it comprises – 5 step process

(2) Personal planning, business planning – and the entanglement of both for business owners

(3) IPS – what it is, and why it’s vital for your personal and business assets

(4) The importance of the review process.  


AGENDA:

8:00 – 8:10: Chamber welcome, Introduction

8:10 – 8:40 : Speaker presentation: Nate Fair- Associate Vice President of Investment – Raymond James

8:40 – 9:00: Questions, Open Discussion

 

Please note: This session will be virtual via TEAMS Meeting.  Once registered, you will receive a link to the TEAMS meeting via email


About Nate:

Nate helps clients make smart financial decisions in pursuit of their goals. With more than 18 years of industry experience, he provides guidance on cash management, investment planning, retirement and income planning, debt management and lending strategies, risk management and estate and legacy planning.

Coming from a family of entrepreneurs, he specializes in serving business owners with uncompromising integrity and personalized service. “I can help make a difference in my clients’ lives – both financial and personal – by helping them build and understand the value of a plan, and to help avoid the pitfalls that so many have fallen into,” Nate says.

He joined Raymond James in 2021, drawn by its client-first philosophy. Before that, he served as an advisor at Edward Jones for almost three years. His background also includes advisor consultant roles at Hartford Funds, Pioneer and Natixis. His experience as an advisor and wholesaler gives him a distinct perspective and passion for partnering with clients through a holistic process, and for incorporating professional relationships.

He earned a B.A. in economics and business administration, with a minor in graphic design, from Beloit College in Wisconsin. He stays involved in the community through volunteering with Waukesha Kiwanis and Milwaukee Hope Street.

Originally from Columbus, Ohio, he resides in Hartland, Wisconsin, with his wife, Sue. They have two children, Will and Elliot. In his free time, Nate enjoys exercising, traveling, getting outdoors and spending time with his family. He is also a photography and astrophotography hobbyist.

 

**As a service to our business community, this event will be free of charge but any donations to the SACC will be greatly appreciated. The Sussex Chamber has been financially impacted by COVID-19 and your support is greatly appreciated to continue offer programming to our members.**

Details

Date:
April 8
Time:
8:00 am - 9:00 am
Cost:
Free – $15.00

Organizer

Sussex Area Chamber of Commerce
Phone:
262.246.4940
Email:
info@sussexareachamber.org
Website:
www.sussexareachamber.org

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Tickets are no longer available

Tell the chamber about an upcoming event

Upcoming Events

Wed 28

Sussex Business Networking Group

April 28 @ 12:00 pm - 1:00 pm
May 05

ABLE Breakfast Meetings

May 5 @ 7:30 am - 9:00 am
May 12

Sussex Business Networking Group

May 12 @ 12:00 pm - 1:00 pm
May 26

Sussex Business Networking Group

May 26 @ 12:00 pm - 1:00 pm
Jun 02

ABLE Breakfast Meetings

June 2 @ 7:30 am - 9:00 am
Jun 09

Sussex Business Networking Group

June 9 @ 12:00 pm - 1:00 pm