Perryville Business Centers

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You are here: Home Blog August Lunch & Learn Event Focused on Investment & Retirement Planning

August Lunch & Learn Event Focused on Investment & Retirement Planning

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Every quarter, Perryville Business Centers holds a CEO Lunch and Learn.  This event provides our members with the opportunity to eat and network with each other while listening to an established speaker. 

At this quarter’s lunch on August 24th, our speaker was Chad E. Henry, Vice President and Branch Director for the Rockford private wealth management office of Upstream Investment Partners.  Chad lends over ten years of experience in the financial services industry.  Chad's areas of focus include Estate Planning, Business Retriement Planning & Succession Planning, Retirement Planning, Portfolio Design/Investment Analysis, Retirement Income Planning/ Withdrawl strategies and advances options strategies.

UPSTREAM INVESTEMENT PARTNERS, LLC is a privately helpd, nationwide company created to provide and independent environment with an open architechture of platforms and products without proprietary situations. 

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Last Updated ( Friday, 26 August 2011 11:17 )  

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Address:  6957 Olde Creek Road

         Suite 2300, Rockford, IL 61114

Tel:   815.877.3707

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