Events

Ask an Advisor Open House

Would you like to introduce a colleague or friend to your advisor? Do they/you have questions about investing? Retirement? Financial planning? Life or long term care insurance options? Then our "Ask an Advisor" Open Houses are just the thing! Open to clients and non-clients alike, come on in to our beautiful, historic office to casually chat with an independent advisor about whatever is on your mind. Enjoy a glass of wine, beer, soda or our famous freshly roasted gourmet brewed coffee and an array of refreshments. Tour our iconic 100 year old building. There will not be a presentation, rather this is an opportunity to meet and informally talk with an independent advisor about your retirement and financial related interests on your own terms.

When: Tuesday, September 10, 2019 - 4:30p - 6:00p CST
Where: 1417 Main Street

Stevens Point, WI 54481
Host: Schulfer & Associates LLC
 

Women, Wisdom and Wealth

Women face unique financial situations in the mature phases of their lives.  Designed for Women over age 40, this evening of financial education is paired with beverages, hors d'oeuvres, and networking with women.  Bring a friend…  make a friend!  Open to ladies who are clients of Schulfer & Associates, LLC Wealth Management AND guests. 

Each Women, Wisdom and Wealth workshop will feature an educational presentation in a discussion format with ample time for questions and answers, and socializing.

RSVP is required.  Limited to 25 attendees.

When: Wednesday, September 25, 2019 - 6:30-8:00p.m.
Where: 1417 Main Street
Stevens Point, WI 54481
Host: Schulfer & Associates LLC
 

Ask an Advisor Open House

Would you like to introduce a colleague or friend to your advisor? Do they/you have questions about investing? Retirement? Financial planning? Life or long term care insurance options? Then our "Ask an Advisor" Open Houses are just the thing! Open to clients and non-clients alike, come on in to our beautiful, historic office to casually chat with an independent advisor about whatever is on your mind. Enjoy a glass of wine, beer, soda or our famous freshly roasted gourmet brewed coffee and an array of refreshments. Tour our iconic 100 year old building. There will not be a presentation, rather this is an opportunity to meet and informally talk with an independent advisor about your retirement and financial related interests on your own terms.

When: Tuesday, October 15, 2019 - 4:30p - 6:00p CST
Where: 1417 Main Street

Stevens Point, WI 54481
Host: Schulfer & Associates LLC
 

Women, Wisdom and Wealth

Women face unique financial situations in the mature phases of their lives.  Designed for Women over age 40, this evening of financial education is paired with beverages, hors d'oeuvres, and networking with women.  Bring a friend…  make a friend!  Open to ladies who are clients of Schulfer & Associates, LLC Wealth Management AND guests. 

Each Women, Wisdom and Wealth workshop will feature an educational presentation in a discussion format with ample time for questions and answers, and socializing.

RSVP is required.  Limited to 25 attendees.

When: Wednesday, November 6, 2019 - 6:30-8:00p.m.
Where: 1417 Main Street
Stevens Point, WI 54481
Host: Schulfer & Associates LLC
 

Ask an Advisor Open House

Would you like to introduce a colleague or friend to your advisor? Do they/you have questions about investing? Retirement? Financial planning? Life or long term care insurance options? Then our "Ask an Advisor" Open Houses are just the thing! Open to clients and non-clients alike, come on in to our beautiful, historic office to casually chat with an independent advisor about whatever is on your mind. Enjoy a glass of wine, beer, soda or our famous freshly roasted gourmet brewed coffee and an array of refreshments. Tour our iconic 100 year old building. There will not be a presentation, rather this is an opportunity to meet and informally talk with an independent advisor about your retirement and financial related interests on your own terms.

When: Thursday, November 7, 2019 - 4:30p - 6:00p CST
Where: 1417 Main Street

Stevens Point, WI 54481
Host: Schulfer & Associates LLC