The AAII Milwaukee Chapter presents...

"The Twenty-Third Annual Mid-Winter Retreat"

The Twenty-Third 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 19, 2013
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 1/15)
AAII Member and Family, $60/person;
Nonmembers, $70/person
No Refunds

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Madison Subgroup
Subgroup Website:
Contact: Jared Bessert, 608-298-9008,
Date/Time: Wednesdays, February 20, March 20, May 15, September 18, October 16 and November 20 at 6:00 p.m. (Check-in begins 5:30 p.m.)
Place: The Sequoya Branch of the Madison Public Library located in the Midvale shopping center, about halfway between the Beltline and University Avenue. Please see regular meeting notice for more details on speaker presentations.

Mutual Fund Subgroup
Contact: Brian Harden (414-347-5546, or Karen Hager (262-255-2849)
Date/Time: Wednesday, January 23, 2013, starting at 6:00 p.m.

Topic: Phil Holahan, Fidelity Investments will present a Quarterly Market Update. Phil Holahan is a representative of Fidelity Investments with 11 years of industry experience. He originally joined Fidelity six years ago as an account executive and has since transitioned to a regional planning consultant. His role is to provide a high level of knowledgeable assistance to customers and investor center representatives on topics relating to retirement income planning and investment strategy. Phillip, along with other representatives of the Brookfield Investor Center, assists clients in generating a comprehensive plan and implementing lifetime financial strategies to help align with their needs.

In addition, there will be large group presentation of the ETF allocation 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 20, May 22, September 25 and November 20, 2013

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