Coffee with the Chamber - Building Your Financial Future: Investments, Insurance & Banking

Building Your Financial Future: Investments, Insurance & Banking

Join the Chagrin Valley Chamber of Commerce for a morning program focused on building, protecting, and understanding your financial future.

This session will bring together professionals from the financial advisory, insurance, and banking industries to share insight, tips, and practical strategies for both individuals and business owners. Attendees will gain a clearer understanding of current market conditions, interest rate trends, wealth-building strategies, insurance considerations, and ways to better protect what they are working to grow.


 

Date & Time

Wednesday, September 9, 2026

8:45 AM – Check-In, Networking & Continental Breakfast

9:00 AM - 10:00 AM – Educational Program & Q&A

Key Takeaways

Attendees will gain:

• Insight, tips, and strategies for the wealth-building cycle: Earn → Grow → Protect → Transfer

• A clearer picture of where the market stands and how it affects personal and professional finances

• Better understanding of how financial and insurance plans should align with individual risk tolerance

• Awareness of investment, insurance, and banking strategies that support long-term financial goals

• Discussion of tax-efficient planning concepts and coordinated financial decision-making

• Real-life scenarios and practical examples that can be applied to personal and business planning

• Opportunity to ask questions and engage directly with local professionals during the Q&A session

Featured Presenters

SD Capital
Investment & Financial Planning Strategies

Lyndall Insurance
Risk Management & Wealth Protection Strategies

Event Sponsor

Third Federal Bank

Who Should Attend?

• Business Owners

• Executives & Managers

• Entrepreneurs

• Working Professionals

• Individuals Planning for Retirement

• Anyone Interested in Building, Protecting, and Understanding Their Financial Future