MILWAUKEE Chapter Future Meetings
Mark Your Calendar!

Thursday, October, 20, 2016
Speaker: TBD
Topic: TBD

Date:  Thursday, November 17, 2016

Topic/Speaker: TBD

Date:  Saturday, January 21, 2017

Speaker: 5 speakers TBD

Topic: 27th Annual Midwinter Retreat













The AAII Milwaukee Chapter

» Upcoming Chapter Meetings:
Thursday, September 22, 2016 »

Jay Neary, Associate Financial Consultant, SVA Plumb Wealth Management, LLC Drew Melby, CRPC, CFP, Associate Financial Consultant, SVA Plumb Wealth Management, LLC
Clint Crigger, Risk Management, GRC Practice Manager, SVA Consulting, LLC

"Protecting Your Identity: Top Cybersecurity Threats "



 

» Past Chapter Meetings:

Thursday, May 19, 2016
"Open Microphone Event "
Kathy McCombe & Other Chapter Members and Leaders,
Thursday, March 17, 2016
"It's What You Learn After You Know It All That Counts "
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
Thursday, February 18, 2016
"Urbanization: Benefit for the Economy, Challenge for the Environment"
Michael Glatkowski, Intermediary Services Team, Artisan Partners LLC
Saturday, January 16, 2016
"An Analysis of Bear Markets"
Bryan Johnson, Publisher, Moon Run Report
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

"Behind the Four Doors of Planning"
Vince Hein, Attorney, Timothy P. Crawford, S.C

Thursday, November 19, 2015
"How Well Are You Financially Prepared for Retirement?"
Paula H. Hogan, CFP, CFA, Paula H. Hogan, CFP, CFA Founder, Hogan Financial
Thursday, October 22, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Thursday, September 17, 2015
"The 13 Most Important Steps to Understand the Stock Market"
Brian Nelson, President of Equity Research, Valuentum Securities
Thursday, May 21, 2015
"The 10 Biggest Insurance Mistakes Consumers Make"
Scott J. Witt, Principal, Witt Actuarial Services, Inc.
Thursday, March 19, 2015
"What’s Really Happening in the Fixed-income Markets?"
Jeffrey L. Bryden, CFA, President and Chief Investment Officer, JB Investment Management LLC
Thursday, February 19, 2015
"Investment Risks and Rewards in 2015"
Ignatius L. Smetek, President and Chief Investment Officer, Arcataur Capital
Saturday, January 17, 2015
"The Twenty-Fifth Annual Mid-Winter Retreat"
,
Thursday, November 20, 2014
"Creating a Sound Investment Approach and Flavors of Investing"
Dr. Kevin Spellman, Director, Investment Program at University of Wisconsin—Milwaukee
Thursday, October 16, 2014
"Stock Valuation and Stock Market Cycles"
Dr. Bart Diliddo, Founder and Chairman, VectorVest, Inc.
Thursday, September 18, 2014
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.

  Special Interest Groups (SIGs)

Madison
Scott Snyder
608-833-3643
sksnyder@tds.net

Date: Wednesday, September 21, 2016
Time: 6:00-8:00 p.m. (check-in at 5:30)
Cost: No charge; free and open to the public
Location: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 608-266-6385. The Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center. Enter the library from either Tokay Blvd. or from the center’s parking lot.   
Topic:Protecting Your Identity: Top Cybersecurity Threats
Speakers: Jeanne M Mraz and Laura R Zach, SVA Plum Wealth Management
Description:  This session will help you recognize and minimize cybersecurity threats.

Jeanne Mraz is a wealth manager for SVA Plumb Wealth Management, LLC. She has over 20 years of experience in the financial services industry. Prior to joining SVA Plumb Wealth Management, she provided comprehensive financial analysis, asset management and retirement planning services to high-net-worth university professionals. In addition, Mraz has over 10 years of experience as a senior research analyst of corporate and high yield bonds and eight years as a securities analyst for money market securities at MEMBERS Capital Advisors, Inc.

Laura Zach is a principal with SVA Certified Public Accountants, S.C. and a member of SVA’s health care, dental, and veterinary services. Zach provides a variety of accounting, tax, and consulting services for her clients. Her passion is to help others achieve their goals and be successful. Using her business expertise, Zach advises her clients through all stages of business including exploration, start-up, growth, and beyond.