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Chamber Morning Formation: Financial Planning for Business Owners | WI Veterans Chamber of Commerce

For veterans or current military service members, financial planning can be a challenging task when running a business. Research shows that veterans and military service members are impacted by a lack of access to available capital for startup or business investment. Having necessary guidance on how to properly plan and prepare for financial success can provide significant opportunities from investors, lenders and financial institutions. This program will include a panel of veteran financial advisors and planners who will discuss best practices for entrepreneurs and business owners to successfully manage their personal and business finances. Additionally, they will address how they can protect their business in light of these challenges.

Panelists will include:

  • Julie Glynn, Senior Vice President, Retail Banking – WaterStone Bank (Moderator)
  • Bryan Regnier, Business Insurance Advisor – The Starr Group
  • Eric Zauner, Vice President – Robertson Ryan & Associates
  • Brett Heaton Juarez, Financial Advisor- Northwestern Mutual

As a proud supporter of the Wisconsin Veterans Chambers, Davis|Kuelthau is proud to present this program along with Walmart to members and prospective members. Chamber Morning Formation is also sponsored by Michels Corporation, the Wisconsin Economic Development Corporation, and the Wisconsin Department of Veterans Affairs. The program will take place at Ward 4 located at 333 N. Plankinton Avenue in Milwaukee from 8:00 am – 10:00 am.

For more details, or to register, please visit the Wisconsin Veterans Chamber of Commerce website.