MILWAUKEE Chapter Future Meetings
Mark Your Calendar!

Thursday, November, 17, 2016
Speaker: TBD
Topic: TBD

Date: Saturday, January 21, 2017

Speaker: 5 speakers, various topics

Topic: 27th Annual MidWinter Retreat

The AAII Milwaukee Chapter

» Upcoming Chapter Meetings:
Thursday, October 20, 2016 »

David Johnson, Chief Investment Officer, Global Capital Group

"How to Reduce Risk and Increase Returns With Diversification "


» Past Chapter Meetings:

Thursday, September 22, 2016
"Protecting Your Identity: Top Cybersecurity Threats "
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
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.

  Special Interest Groups (SIGs)


Madison Subgroup
Contact: Scott Snyder, 608-833-3643,
Date: Wednesday, October 19, 2016

Topic: Tax issues Every Investor Should Understand

Time: 6:00-8:00 p.m. (Check-in begins 5:30 p.m.)  Cost: No charge, free and open to the public

LOCATION: The Sequoya Branch of the Madison Public Library is located at 4340 Tokay Blvd. in the Midvale Shopping Center, about halfway between the Beltline and University Avenue, on #6 bus route.  Enter the library from either Tokay Blvd. or from the center’s parking lot.    

Speakers: Timothy Koechel, Ann Lahde, Bethany Keleher, SVA Certified Public Accountants and Drew Melby, Associate Financial Consultant, SVA Plumb Financial

Come to our October 19, 2016 meeting to learn about "Tax Issues Every Investor Should Understand." This presentation will focus on the realm of tax issues every investor should know.  You will learn about the biggest mistakes investors make and the best ways investors can reduce their tax burden.  The speakers will discuss which investment expenses are deductible vs. non-deductible, the impact of short-term vs. long term capital gains, tax loss harvesting, wash sale rules and basis boosting strategies.  They will also cover MLP tax issues, UBTI impact, multi-state impact and passive activity rules that might apply to you.



Timothy Koechel is a Principal with SVA Certified Public Accountants, S.C.  He is a member of SVA's Business Advisory Services and Healthcare Service groups and is Principal-in-charge of the firm's Madison Operations.


Ann Lahde is a Senior Manager with Business Advisory Services at SVA Certified Public Accountants, S.C. 


Bethany Keleher is a tax manager with Business Advisory Services at SVA Certified Public Accountants, S.C.


Drew Melby is an Associate Financial Consultant with SVA Plumb Wealth Management