Milwaukee Chapter Future Meetings
Mark Your Calendar!

Saturday, January, 16, 2016
Speaker: TBD
Topic: 26th Annual MidWinter Retreat

Date:   Saturday, January 16, 2016

Topic:  26th Annual MidWinter Retreat

Speakers:  TBD

The AAII Milwaukee Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

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.
Thursday, May 15, 2014
"Top Ten Mistakes Made in Beneficiary Designations "
Dera L. Johnsen-Tracy & John Horn, Attorneys, Horn & Johnsen SC
Thursday, March 20, 2014
"The Hidden Investment Genius of John Maynard Keynes"
John F. Wasik, Financial Columnist, Reuters; Author, “Keynes’s Way to Wealth”
Thursday, February 20, 2014
"Six Steps to Organizing Your Financial Life "
Valerie Pickar, Regional Vice President, Mainstay Investments, Heartland Region
Saturday, January 18, 2014
"The Twenty-Fourth Annual Mid-Winter Retreat"

This group is looking for a new subgroup leader. Please contact the chapter if you are interested in stepping forward.
The November 18 meeting has been canceled due to speaker unavailability. The next scheduled meeting will take place on February 17, 2016.
The Brookfield Group held its final meeting on October 28th.  Many thanks to Scott Berg, Brian Harden and Roger Carlson for their exceptional service to the Mutual Fund Subgroup and later the Brookfield Group. They wish everyone a joyful holiday season and a profitable 2016.