The AAII Milwaukee Chapter presents...

The Twenty-Second Annual Mid-Winter Retreat

The Twenty-Second Annual MidWinter Retreat promises to be an exceptional event. This popular meeting is an all-day Saturday event featuring several in-depth seminars on various investment topics, the opportunity to socialize with fellow members and the great food and atmosphere of the Westmoor Country club.

Saturday, January 21, 2012
7:15 – 7:55 a.m.    Registration/Continental Breakfast
7:55 a.m.    Program
Westmoor Country Club
400 S Moorland Rd
Brookfield, WI
[ Map This Location ]
In Advance (by 1/17)
AAII Member and Family, $60/person;
Nonmembers, $70/person
No Refunds

  Special Interest Groups (SIGs)


Madison Subgroup
Subgroup Website:
Contact: Jared Bessert, 608-298-9008,
Date/Time: Wednesdays, February 15, March 21, May 16, at 6:00 p.m. (Check-in begins 5:30 p.m.)
Place: Location varies, see meeting notice for more details

Mutual Fund Subgroup
Contact: Brian Harden (414-347-5546, or Karen Hager (262-255-2849)
Date/Time: Wednesday, January 25, 2012, starting at 6:00 p.m.
Topic: Large group presentation of the ETF allocation portfolio, growth portfolio and re-instituted bond portfolio. Small group breakout sessions to discuss large group presentations and to examine fund and ETF candidates to revamp portfolios. Small groups will study methods and criteria for fund selection and find volunteers to make a recommended selection at our next meeting.

Place: Brookfield Library, 1900 North Calhoun Rd., Brookfield (262-782-4140). Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. The library is on the east (right) side, next to City Hall.
Cost: FREE—No pre-registration necessary, guests welcome.
Future Meetings: Wednesdays, March 28, May 23, September 26, and November 29, 2012

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