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DTSTART:20240326T130000Z
DTEND:20240326T140000Z
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SUMMARY:Small Business Breakfast Club
DESCRIPTION:The Small Business Breakfast Club is a monthly gathering that provides an opportunity for attendees to enjoy a continental breakfast\, engage in a brief educational and informative presentation\, and network with fellow Chamber members. This month's featured speaker is Ron Finke\, representing Stewardship Capital. Ron will delve into "All Things IRA\, 401k\, and Retirement Savings."  During the session\, Ron will discuss the advantages and disadvantages of various types of accounts related to retirement planning. \n\n\n\nThis is a free event open to all Chamber members.\n\n\n\nMEET THE PRESENTER:\n\nRon Finke\, President & Chief Investment Officer\n\nStewardship Capital\n\n\n\n\n\nRon left law practice with Burns\, Humphrey and Finke\, P.C. over 40 years ago. He turned to his passion for economics and finance. After 16 years of financial services under the commission model\, Ron founded Stewardship Capital\, Ltd. in December 1997. It was one of the first Registered Investment Advisor firms in Greater Kansas City. He recognized the value of actively managing client funds by adjusting allocations and investments to protect clients' hard-earned money\, especially in bear markets. Ron wanted access to all forms of investments and insurance products from all major companies so clients can have the best products and services along with wise financial advice.\n\nRon is responsible for research\, choice of investments\, and tactical investment allocation. He and Aaron Pickert work together in portfolio management\, client communications and financial planning.\n\nIn the past decade\, Ron earned the Chartered Market Technician  designation. These studies with three comprehensive examinations enable him to use quantitative research from idea generation to signal-testing and performance analysis. The overall purpose is to provide consistently superior performance while controlling investment and portfolio risk.
X-ALT-DESC;FMTTYPE=text/html:<p data-pm-slice="1 1 []"><span style="font-size:14px\;"><span style="font-size:16px\;">The&nbsp\;<strong>Small Business Breakfast Club</strong>&nbsp\;is a&nbsp\;monthly gathering&nbsp\;that provides an opportunity for attendees to enjoy a&nbsp\;continental breakfast\, engage in a&nbsp\;brief educational and informative presentation\, and network with fellow&nbsp\;Chamber members. This month&rsquo\;s featured speaker is&nbsp\;Ron Finke\, representing&nbsp\;Stewardship Capital. Ron will delve into <strong>&ldquo\;All Things IRA\, 401k\, and Retirement Savings.&rdquo\;</strong>&nbsp\; During the session\, Ron will discuss the&nbsp\;advantages and disadvantages&nbsp\;of various types of accounts related to retirement planning.&nbsp\;<br />\n<br />\n<strong>This is a free event open to all Chamber members.</strong></span></span><br />\n<br />\n<strong style="font-size: 18px\; color: rgb(125\, 176\, 103)\;">MEET THE PRESENTER:</strong></p>\n\n<p data-pm-slice="1 1 []"><span style="font-size:14px\;"><strong><em><span style="font-size:16px\;">Ron Finke\, President &amp\; Chief Investment Officer<br />\nStewardship Capital</span></em></strong><br />\n<br />\n<img alt="Ron Finke\, President &amp\; Chief Investment Officer - Stewardship Capital" height="315" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/2043/Image/Headshots_/Ron_Finke_tall-600x755.webp" style="width: 250px\; height: 315px\; float: left\; margin: 2px 7px\;" width="250" /></span></p>\n\n<p style="box-sizing: border-box\; margin: 15px 0px 20px\; color: rgb(0\, 0\, 0)\; font-family: Poppins\, Arial\, Helvetica\, sans-serif\; font-size: 16px\;">Ron left law practice with Burns\, Humphrey and Finke\, P.C. over 40 years ago. He turned to his passion for economics and finance. After 16 years of financial services under the commission model\, Ron founded Stewardship Capital\, Ltd. in December 1997. It was one of the first Registered Investment Advisor firms in Greater Kansas City. He recognized the value of actively managing client funds by adjusting allocations and investments to protect clients&rsquo\; hard-earned money\, especially in bear markets. Ron wanted access to all forms of investments and insurance products from all major companies so clients can have the best products and services along with wise financial advice.</p>\n\n<p style="box-sizing: border-box\; margin: 15px 0px 20px\; color: rgb(0\, 0\, 0)\; font-family: Poppins\, Arial\, Helvetica\, sans-serif\; font-size: 16px\;">Ron is responsible for research\, choice of investments\, and tactical investment allocation. He and Aaron Pickert work together in portfolio management\, client communications and financial planning.</p>\n\n<p style="box-sizing: border-box\; margin: 15px 0px 20px\; color: rgb(0\, 0\, 0)\; font-family: Poppins\, Arial\, Helvetica\, sans-serif\; font-size: 16px\;">In the past decade\, Ron earned the Chartered Market Technician&reg\; designation. These studies with three comprehensive examinations enable him to use quantitative research from idea generation to signal-testing and performance analysis. The overall purpose is to provide consistently superior performance while controlling investment and portfolio risk.</p>\n
LOCATION:Independence Chamber of Commerce Board Room 210 W Truman Rd\, Independence MO 64050
UID:e.2043.15266
SEQUENCE:3
DTSTAMP:20260511T141931Z
URL:http://independencecha.preview.gochambermaster.com/events/details/small-business-breakfast-club-03-26-2024-15266
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