Securities and advisory services offered through LPL Financial. The firm was founded by Melba Detlefsen and Riaan Nel in January with the aim of providing comprehensive investment and retirement consulting outside of the constraints and conflicts of interests of a large brokerage house.
It is a home-based business. Most meetings with clients are conducted in social settings, such as restaurants, coffee houses, the client's home, facilities wishing to be used for the event, or over the phone.
Although the demand has not yet reached its peak, Occasions will eventually move from its home base into a small office complex, also within the city limits of Portland, Oregon.
The company will maintain a high degree of professionalism. All offices are equipped with the latest in business technology, such as telephone systems, computers, fax machines, email, duplicators, printers, and software. Each location will have a secure storage area for supplies and equipment used in events, such as walkie-talkies, cellular phones, portable fax machines, and laptops.
Products and Services Although Occasions is primarily a service business, we also offer products to aid our customers in planning the event themselves. The following products are tools used inside our operation for the best possible results: Party Pack The Party Pack is a complete kit for any party.
It includes decorations, lighting effects guide, disposable theme cameras, cutlery, plates, napkins, cups, punch mix or recipesnack supplies or recipetablecloths, theme music where applicableinvitations, thank-you cards, and a step-by-step guide to planning, putting together,and hosting the event.
Step-by-Step Guides These booklets include a calendar to map out the event, a step-by-step guide on what is needed for and how to put together a successful, worry-free event, resource information, popular refreshments with recipes, games, and tips to put their event in the record books.
The events available include birthdays for all ages, meetings, retreats, parties, vacations, and special occasion celebrations such as graduations, holidays, showers, weddings, and receptions. Event Planning Software Due to be released Junethis cutting-edge tool will allow the client all the resources and visual aids for their event planning.
They will be able to play with decoration themes, listen to theme music, design invitations, thank-you cards, and RSVP cards, use the interactive planning calendar, and much more. This software will bring their event into the millennium with cutting edge technology that is designed to save time and money.
Resources Manual This valuable guide acts as a review for all the resources located in the surrounding area. A ranking is given to the various services, such as caterers, decorators, disc jockeys, bands, and facilities. This manual gives the client the freedom of making a choice based on experience.
Ten hours each month will be devoted to training area students in event planning.
This will aid them in planning proms, graduation parties, river clean-ups, homecoming, and other important events. This is a priority of Occasions. It will not be cut back as the business grows. Occasions provides event planning in a wide range of applications. We guarantee satisfaction in the areas of appearance, performance, and taste.
The following is a sampling of the types of events we plan every year: Meetings, Trainings, and Retreats. Birthdays, Anniversaries, Graduations and Holidays.
Weddings, Receptions, and Showers.
Company picnics, banquets, and award ceremonies.If your business or nonprofit organization is looking for someone to write a business plan or review it for reasonableness, please feel free to contact me. Posted in Business Plan Pro, Valerie F. Leonard Leave a comment.
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