Past Events

Outlook

We kick off the New Year with Outlook, our presentation of what we believe the financial markets and economy are likely to bring forth for investors. We have a NEW Venue at Sentry World’s Atrium! Outlook is for  clients and their guests, not open to the general public. Following the presentation, our guests are treated with elegant cuisine, wines, cocktails, and gourmet coffee, as we enjoy the rest of the evening socializing. Outlook is our way of keeping out clients informed as to what we are thinking and show our appreciation for their cotinued loyalty. 

 

 

Shredding Party

Each year, Schulfer & Associates hosts our spring-cleaning Shredding Party where individuals are welcome to bring their sensitive record keeping documents to be shredded.  Aligned with our shredding theme, shredded beef or turkey sandwiches, shredded coleslaw and shredded cheese are also sold.  Donations are collected for the service.   Cumulatively, we've destroyed and recycled 115,012 pounds of documents, and over $29,600 has been raised with all proceeds benefitting Pacelli Catholic Schools, who have given to our community for over 150 years!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Client Appreciation Picnic

Our annual back-yard cook-out is a hit! We kick-off summer with a Client Appreciation Picnic in out beautiful back yard for our clients and their families. This event is pure fun and food, giving us an opportunity to enjoy the deal friendships that have been created over the years with our clients and their families.

Wine, Women & Wealth

Women face unique financial situation in the mature phases of their lives. Designed for Women over age 40, this evening of education is paired with wine, hors d’oeuvres, and networking with women. Bring a friend, make a friend! Each workshop will feature and educational presentation in a discussion format with ample time for questions and answers, and socializing.

 

 

Investment Seminars

From time to time, LouAnn, Jim and Gene invite reginal vice presidents or other representatives from investment companies that we work with, into our office to deliver a presentation and an update on a particular investment. Open to all, RSVP is required.