Schulfer & Associates UPDATE
We kick off the Spring with UPDATE, our presentation of what we believe the financial markets and economy are likely to bring forth for investors. UPDATE 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. UPDATE is our way of keeping our clients informed as to what we are thinking and show our appreciation for their continued 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 over 170,600 pounds of documents, and over $52,000 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.
Estate Planning Essentials Workshop
Each year as part of our White Glove Service, The Wealth InFormation Team hosts an exclusive Estate Planning Essentials workshop for clients and their invited guests. We’re proud to partner with guest speaker Attorney Ashley Reimer of Lauterbach Legal, whose clear, practical guidance helps demystify the estate planning process and empowers attendees to make confident, well‑informed decisions.
What our clients consistently tell us they appreciate most is the environment: no large hotel‑ballroom seminar, no unfamiliar presenter, and absolutely no sales pressure. Instead, they get to learn in a setting that feels familiar, personal, and focused solely on their best interests.
Estate planning is for anyone who wants to make sure their wishes are honored, their loved ones are protected, and their financial life is organized with intention. Laws change, families evolve, and assets shift over time—so keeping your plan current is essential. This workshop gives our clients a comfortable, conversational space to learn what truly matters, ask questions, and understand how thoughtful planning today can prevent unnecessary stress tomorrow.
We look forward to continuing this event and providing our clients with the knowledge, clarity, and peace of mind that come from staying proactive about their estate plan, which is a significant part of their financial plan.
Disclosure: Schulfer & Associates, LLC Wealth Management and Lauterbach Legal are separate, unaffiliated entities. We do not receive referral fees, compensation, or any other financial benefit from Lauterbach Legal for hosting this event or for any services they may provide.
