The AAII Milwaukee Chapter presents...

"The Twenty-Fourth Annual Mid-Winter Retreat"

The Twenty-Fourth 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 18, 2014
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

Contact: Jared Bessert, 608-298-9008,

The Madison Subgroup is re-evaluating its meeting structure, schedule dates and speakers for 2014. Contact Jared Bessert for more information or if you’d like to help. Please see regular meeting notices for more details.

Mutual Fund Subgroup
Contact: Scott Berg, 262/797-8772,

Since September, the Mutual Fund Subgroup has been meeting at the beginning of the regular AAII monthly meetings. Beginning in 2014, the group will undergo some more changes. Scott Berg will announce some of those changes at the MidWinter Retreat this January and in future meeting notices. Stay tuned.

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