The Garland Chamber of Commerce, in partnership with Texas Security Bank, is proud to host the BOLD Speaker Series, a monthly continuing education forum. The series is designed to enhance knowledge in critical business disciplines – especially for the independent business owner. It meets via Zoom on the 4th Tuesday of every month, except for June, July and December.
Date/Time:
Tuesday, September 26 from 8-9 am via Zoom
About the Topic:
“Personal Planning Mistakes That Could Ruin a Business Owner’s Retirement Plan”
Most business owners’ personal finances are disorganized, their retirements are significantly underfunded and 96% of them don’t have a retirement strategy that ties together their business and personal finances.
This presentation highlights common errors and shortcomings that could negatively impact a business owner’s long-term financial security. We’ll also explore why it’s important to prepare in advance for an eventual business exit.
About the Speaker:
Jeff Sandene, CFP® began his financial services career in 1996 and founded Sandene Strategies, LLC in 2005.
Sandene Strategies is differentiated from other wealth management firms by its entrepreneurial spirit and comprehensive approach. Our mission is to educate and serve executives and business owners, helping them navigate through treacherous waters and achieve the secure financial future they deserve. We accomplish this by taking a deep dive into all aspects of our clients’ financial situation, including risk management, retirement accumulation and distribution, investment management, and estate planning.
Jeff is a lifelong learner. He supported his early career in corporate finance with an MBA in Finance from The University of Texas at Dallas (1988). Since entering the financial services industry, he has achieved the following designations: Certified Financial Planner® (CFP®), Certified Exit Planning Advisor (CEPA), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®).
For more than a decade Jeff was a serious long-distance runner, completing 20 marathons, including four Boston Marathons (2005, 2006, 2008, 2011). He still runs moderate distances, and feels like he has another marathon “in him” if life’s circumstances aligned in his favor.
He enjoys reading business books and biographies from his personal library, beach vacations, and Dallas Stars hockey.
Jeff married Sandra in 1990 and they live in Plano, Texas.
Sponsor:
Texas Security Bank invests more resources in business education for owner-managed businesses than other banks. Their focus on continuing education is truly unique and needed. They Elevate the Champions of Free Enterprise in an era when little differentiation among banks exists.
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