Events

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: Thursday, March 5, 2020 - 6:30 - 8:00 p.m. CST
Where: 1417 Main Street
Stevens Point, WI 54481
Host: Schulfer & Associates, LLC
 

Time to Plan - Financial, Legal, Funeral

A qualified team of experienced local professionals will address the following areas: Understanding Wills, Power of Attorney and Estate Planning; Financial Planning Options for Retirement and Long-Term Care; Funeral Trusts and Pre-Planning. A light lunch will be provided. Free to attend. RSVP required.

Financial Planning for Retirement and Long-Term Care - LouAnn Schulfer, Schulfer & Associates, LLC Wealth Management

Wills, Powers of Attorney, and Estate Planning - Attorney Michael Lauterbach, Lauterbach Legal

Funeral Trusts & Pre-Planning - Dean Shuda, Shuda Funeral Services


RSVP Required to:

Schulfer & Associates, LLC Wealth Management

715-343-9600

SchulferAndAssociates@lpl.com

Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Lauterbach Legal, Shuda Funeral Services, Schulfer & Associates, and LPL Financial are separate entities.

When: Wednesday, March 11, 2020 - 10:00 a.m. to 1:00 p.m.
Where: 3200 Stanley Street
Stevens Point, WI 54481
Host: Shuda Funeral Chapel
Phone: 715-343-7376