at Prosperity's First Floor Conference Room
Guest Speaker - Ron Claussen
Attorney at Law specializing in Business Sales Transactions
- Enjoy free appetizers and drinks
- Relaxed, no-pressure atmosphere
- Feel free to bring family, friends and colleagues
Ron Clausen’s practice focuses on corporate law, with an emphasis on merging growth companies, venture capital financing and mergers and acquisitions. Ron continues his entrepreneurial approach to the practice of law, providing creative solutions for his clients’ business opportunities.
Prior to going into private practice in 1986, Ron was general counsel to Nanco Enterprises, and had oversight of Nanco’s subsidiaries, including Carrows Restaurants, Jeremiah’s Steakhouses, Elephant Bar and Restaurants, Rayne Corporation and Santa Barbara Aviation, Inc. In addition to his general counsel responsibilities for these companies, Ron became actively involved in the long range orientation of each entity. From 1978 through 1981, Ron was also president of the Rayne Corporation, a west coast franchisor of water treatment products. In only three years, he doubled the client base of this 50-year-old company through acquisitions and strategic alignments.
Ron is a member of the State Bar of California and the Blue Key National Honor Fraternity and was a charter member in the Gibson Inn, Phi Delta Phi. Ron served as the Pacific Coast Director of the Montana Wildlife Federation from 2008-2013, during which time he created and fostered MWF’s Montana Matters fundraising campaign (www.montanamatters.com); he currently serves as an At-Large Director of the National Wildlife Federation and as a member of its development committee. He received his B.A. from University of California at Davis in 1968 with departmental honors and earned his J.D. from the University of California at Davis in 1971.
Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.
Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.
For more information please contact Yvette Mays at 925.314.8501 or register online here.