TQM Network Calendar...

The CEO Plan

Use your 401(k) or IRA to fund your start up!

Finding sufficient capital is one of the greatest challenges to get a business going and keep it in the game. The CEO Plan® gets you off to a solid start and gives your business stronger staying power.

In it’s simplest form, the CEO Plan® allows you to roll over your own retirement funds into a new 401(k) that invests in your business. Even better, it allows the value of your business to accumulate tax free in your new 401(k) account.

As a business lawyer, Bob Nicholson saw first hand the challenges of starting a new business. He developed the CEO Plan as a way to help entrepreneurs help themselves by using their own 401(k) to fund their own business.

About our Speaker - Bob Nicholson

Practice Areas & Professional Experience:

Bob represents individual and business in various commercial transactions including the sale and purchase of assets, loan transactions and bankruptcy litigation. He also practices in appellate law and has successfully prosecuted and defended appeals in state and federal courts.

In response to the difficulties he saw entrepreneurs experience as they tried to obtain sufficient equity for their businesses, Bob developed The CEO Plan. This strategy allows entrepreneurs to use qualified retirement funds as equity in their own business. In addition to his law practice, Bob is an owner in two local businesses.

Education:
Baylor University — Bachelor of Arts in Latin
Texas Tech University Law School — Juris Doctor, cum laude
Boston University School of Law — Master of Law in Banking law
Georgetown University Law Center — Master of Law in Taxation, with distinction

Admission to Practice:
State of Indiana; U.S. District Court, Northern and Southern Districts of Indiana; 7th U.S. Circuit Court of Appeals.

Awards/Recognition:
Allen County, Indiana State and American Bar Associations.

Service to Community/Profession:
As a small business owner himself, Bob hosts "Your Business Matters," a weekly radio talk show devoted to the needs and concerns of small business owners. He sits on The Learning Center board of directors.

What others are saying

Brian Kistler, CEO, Freedom Financial Holdings
“This is not a complicated process, and you don’t have to jump through a lot of hoops. As I was starting my own holding company, I had a nice chunk of money in an old 401(k) but I couldn't touch it for my business until I ran it through this program. Simply put, the CEO Plan® is an absolute great way to use non-usable money.”

Mike Peters, CEO, Indiana Marine
"The Ceo Plan put me into business. The process was seamless, efficient and made a lot of sense when other advisors said it couldn't be done. More than a year later, Indiana Marine is taking off, and I'm doing what I love."

Greater Fort Wayne Business Weekly, May 28, 2006
“It (The CEO Plan®) could be of interest to anyone looking for entrepreneurial opportunity.”

Monthly Event Format

6:00 -- casual food & drinks
6:20 -- pitches (1 minute elevator) & feedback
continue eating and listen to some business ideas get pitched — interact, provide feedback
6:40 -- presentation
based upon group suggested topics — key areas for start ups – money, marketing, tax & law…
7:00 -- Q&A with expert
7:30 -- official wrap up & ongoing networking

Specifics

Who Should Attend:		This might be for you if you: * Have got an idea, but you don’t know what to do with it * Don’t have an idea, but are looking to venture out with your expertise * Want to help others get ideas off the ground * Want to live vicariously in the excitement of a start up * Want to connect with a community of entrepreneurs * Want to learn from others (older and younger)
Where:		TQM Network - Leadership & Learning Center
Directions:		825 Barr Street Parking is available at meters surrounding the building or the parking garage on the corner of Wayne & Barr. Some limited free parking is available on the side of the building. The event will be held in the Lower Level Conference Room -- take the stairs or elevator down a half story. TQM Network 260-627-8139 www.TQMnet.com Google Directions: http://bit.ly/5nI7f0
Speaker/Instructor		Bob Nicholson, Attorney Carson Boxberger, Radio Host, "Your Business Matters"
Cost:		$7 at the door to cover food & drinks. Please RSVP so we have an accurate count for ordering food.
Registration:		Click the blue “Register Now!” button. For questions or more info, contact us at register@tqmnet.com, or (260) 627-8139.
Deadline:		Please register as early as possible, but not later than 2/16/2010.

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