Date and Time
Wednesday Jul 12, 2017
7:30 AM - 8:30 AM CDT
Location
Fees/Admission
Website
Contact Information
Karen Schanock, Director of Programs & Events - 715-344-1940
Send Email
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.
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.