2017 Business X-Change - 7/12

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Name: 2017 Business X-Change - 7/12
Date: July 12, 2017
Time: 7:30 AM - 8:30 AM CDT
Registration: Sorry, online registration for this event has been closed. Call 715-344-1940 for availability.
Event Description:

BUSINESS X-CHANGE –  Wednesday, July 12, 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: “How We've Specialized in Our Business”
 
Presented by:
                        
LouAnn Schulfer, AWMA®, AIF®                   
Accredited Wealth Management Advisor®     
Accredited Investment Fiduciary®                 
Schulfer & Associates, LLC Financial Professionals


At this X-Change participants will learn:

  • Specialization can increase the enjoyment, efficiency and profitability of your business
  • How to stand out from your competitors, particularly in a service business
  • "Take Away's" - suggested "to do" points.
Growing our business from scratch to success has required substantial evolutions. One of the most significant for our financial services business was learning how to specialize in order to attract the clients that best fit the direction of our vision for the future. For us, specialization has been essential for our growth in business, for the happiness of ourselves and our clients, the effectiveness to those we serve, and for the prosperity of our firm.

About Our Speakers & Firm: Schulfer & Associates, LLC Financial Professionals is an independent firm specializing in retirement planning and investment management for four core groups of people. We are aligned with LPL Financial. With one of the largest and most experienced research groups among independent firms, we offer objective opinions, meaning we have no proprietary products to sell, no "parent company" ownership, no investment banking or insurance company relationships to promote, we offer, independent and objective advice.

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.

 

Event Sponsors:
Location:
Portage County Business Council
Foundation Room
5501 Vern Holmes Drive
Stevens Point WI  54482
Date/Time Information:
Wednesday, July 12, 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:  Tuesday afternoon, July 11, 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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