2017 Business X-Change - 1/26

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Name: 2017 Business X-Change - 1/26
Date: January 26, 2017
Time: 7:30 AM - 8:30 AM CST
Registration: Register Now
Event Description:

BUSINESS X-CHANGE – Thursday, January 26, 2017
 
Business X-Change meets regularly throughout the year at the Portage County Business Council office. A roundtable series of meetings that allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other. 

 
There is no cost to attend and a continental breakfast is included.
 
7:30-8:30 am in the Portage County Business Council Foundation Room



Topic: “Outlook 2017: Gauging Market Milestones” prepared by LPL Financial Research
 
Presented by:
                        
LouAnn Schulfer, AWMA®, AIF®                   
Accredited Wealth Management Advisor®     
Accredited Investment Fiduciary®                 
Schulfer & Associates, LLC Financial Professionals



Gene Schulfer, AWMA®
Accredited Wealth Management Advisor

LPL Investment Advisor Representative
Schulfer & Associates, LLC Financial Professionals


At this X-Change participants will learn:

  • Timely, relevant information to the economy and financial markets, applicable to our personal and business lives.
  • Schulfer & Associates view of what 2017 is likely to bring forth for the economy and investors now that elections are behind us, and why.
  • "Take Away's" - suggested "to do" points.
Several milestones have come together in 2016 to influence the investment landscape for 2017: a new president and administration, the stabilization of oil prices, and the end of an earnings recession. Being prepared for 2017 is about gauging these and other milestones, understanding their significance, and responding without overreacting.

About Our Speakers & Firm: Schulfer & Associates, LLC Financial Professionals is an independent firm, aligned with LPL Financial. With one of the leading financial services companies and the largest independent broker/dealer in the nation, we offer true, unbiased opinions, meaning we have no proprietary products to sell, no "parent company" ownership, no investment banking or insurance company relationships to promote, nor any other conflicts to get in the way of true, independent and unbiased information.

What is the Business X-Change? A roundtable presentation which allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other.  Business X-Change meets regularly throughout the year from 7:30 - 8:30am at the Portage County Business Council office. 

 
 

"Financial Advice for Life"

www.SchulferAndAssociates.com 

Special THANK YOU to Schulfer & Associates Inc for their sponsorship of this program.
 
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA and SIPC.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Stock and bond strategies involve risks including the loss of principal. Alternative investment strategies carry a higher degree of risk.

 

Event Sponsors:
Location:
Portage County Business Council
Foundation Room
5501 Vern Holmes Drive
Stevens Point WI  54482
Date/Time Information:
Thursday, January 26, 2017
7:30 am - 8:30 am
 
(Continental breakfast included)
Contact Information:
Karen Schanock, Director of Programs & Events - 715-344-1940
Fees/Admission:
This event is open to the public and there is no cost to attend.
 
Pre-registration is required.
Registration deadline:  Wednesday afternoon, January 25, 2017.
If online registration is closed and you would like to register, please call our office at 715-344-1940 to check on availability.
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