McMurtry Financial Services, LLC

Quality Service with integrity



McMurtry FInancial Services, LLC



2023 FInanical Symposium





April 26, 2023

Hilton Garden Inn Northwest conference Center





We believe our mission was accomplished and the organizations that attended have been equipped with information, tangible resources and an increased network to move their organization from where it is today to the next level. The inaugural McMurtry Financial Services, LLC 2023 Financial Symposium was a success! We filled the room with over 100 business owners and nonprofit leaders to learn, gain resources and most importantly connect!

We want to thank all those who attended and came ready to receive. The energy was there and we could feel your enthusiasm the whole day. We are especially grateful for our session speakers who spent the day sharing their knowledge, expertise, and resources with the businesses and organizations that attended.





“Who you have in your community, your network, will directly impact your net worth! Without a network, you will never achieve the net worth you desire.”




Cheryl McMurtry, Founder and President of McMurtry Financial Services, LLC



Our Purpose For 2023



Small business owners and organizational leaders are often looking for trusted resources and information to strengthen and increase their financial capacity.

This year's focus: Overcoming Challenges for Thriving Diverse Businesses.

Financial experts covered business start-up, financial management & oversight, business credit, investing, branding, and scaling your business for optimal financial capacity. Providing access to resources in our community for business owners of diverse backgrounds and socioeconomic status will strengthen the longevity of small businesses and nonprofit organizations in Southeast Wisconsin.





Learn



Oftentimes, financial education can be daunting to a lot of people, boring, overwhelming, etc. We have heard it all!


Understanding the numbers behind your business can be downright frightening for some, but at our McMurtry Financial Services 2023 financial symposium, people had lots of fun learning about the financial matters of their business.



Gain Resources



From business start-up to scaling your business, the sessions were informative and interactive, sparking immediate communication and collaboration with others in the room.


We believe this event was the first of its kind in the Milwaukee Area. You will not want to miss the opportunity again!



Network



As business owners and organizational leaders, we must understand that combining efforts through collaboration and learning from each other will be the key to success. You will never reach real success doing what you do alone and isolated. You don’t know it all, nor are you expected to!

Networking is a time to create meaningful relationships with other individuals that will increase your capacity, enhance what you do, and you will see the impact on the bottom line of your business or organization.



2023 Photo Gallery



Thank You 2023 Sponsors



"Game changer, the symposium was about more than exposure to best practices for financial planning but about wealth creation principles. Since the symposium I'd connected with serval presenters to create and/or enhance my business from data driven decision making (Perrynorm Analytics), improvement to my business plan (C Renee Consulting Management), and estate planning (EllenBecker Investment Group) as I plan for my children's wealth."




Tarsha Wiggins, Speak Wellness Behavioral Health Consulting





Connect. Partner. Grow.



414-751-0236

INFO@MCMURTRYFINANCIALSERVICES.COM

MCMURTRYFINANCIALSERVICES, LLC



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