Archive for January, 2020

30Jan

Dr. Timmy Cooper Receives Prestigious Boys & Girls Club Award

By Portage County Business Council

The Boys & Girls Club of Portage County awarded board member, Dr. Timmy Cooper, with the Anne G. Schierl “Above and Beyond Award”.

Read More
30Jan

SECURE Act: More Flexibility for 529s

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® The Setting Every Community Up for Retirement Enhancement Act of 2019 was signed into law by President Trump (continued).

Read More
24Jan

New Strategies

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary There has been a growing trend of financial advisors who offer a short-course on general financial education, usually (continued).

Read More
21Jan

Skyward: A Great Next Step for UWSP Pointers

By Portage County Business Council

Friendly coworkers, break-time competitions, a healthy work-life balance, employee celebrations—you can enjoy all these and more as a Skyward employee. At Skyward, cutting-edge software converges with the fun, laid-back work (continued).

Read More
14Jan

Adventure to China Video

By Portage County Business Council

The Portage County Business Council is excited to offer our first community travel experience to China in October, 2020.

Read More
14Jan

The Active Voice January 2020

By Portage County Business Council

Get more information about our 2020 Board of Directors, the upcoming Annual Dinner, LinkedIn Extravaganza and more…all in this month’s digital magazine, The Active Voice. The January 2020 issue is (continued).

Read More
09Jan

The SECURE Act: Stretch IRAs Gone for Many

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® The Setting Every Community Up for Retirement Enhancement Act of 2019 was signed into law on 12/20/2019 and (continued).

Read More
02Jan

Business Council Welcomes New Board Members and Officers

By Portage County Business Council

The Portage County Business Council (PCBC) Board of Directors recently welcomed new officers and board members. PCBC serves as the chamber of commerce, economic and talent development organization and is home to Ignite Young Professionals, Ambassadors and the Heartland Leadership Initiative.

Read More
02Jan

The SECURE Act and Your RMDs

By Portage County Business Council

The Setting Every Community Up for Retirement Enhancement Act of 2019 was signed into law by the President on December 20, 2019.  The new rules take effect on January 1, 2020. 

Read More
02Jan

5 Modern Myths about Women and Money

By Portage County Business Council

I’ve been working with women and their money for over 20 years and as you can imagine, a lot has changed. Whether your gender was branded long ago, gender generalizations do not have to point you in a path of financial dogma.  Our choices and freedoms are substantial and are what we make of them.

Read More