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The AAII Milwaukee Chapter presents...


"Six Steps to Organizing Your Financial Life"

    Discussed by:

    Valerie Pickar
    Regional Vice President, Mainstay Investments, Heartland Region

If something happened to you, would your personal representative or family members know where to find your most important documents? Having the foresight to gather and organize these documents can ease the stress of a major life event and protect the estate you’ve worked hard to build. Join us for an important seminar designed to help you organize your personal finances. We will also cover identity theft: what it is, how to protect yourself and what to do if it happens to you.

Attend This Meeting and Learn...
How to organize your important financial, health and personal documents
Discover potential gaps in your estate plan
About identity theft: what it is and what to do about it

  MEETING DETAILS
Date:
Thursday, February 20, 2014
Time:
6:00 p.m.    Registration/Cash Bar/Light Refreshments/Social
7:00 p.m.    Program
Location:
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
262/786-9540
[ Map This Location ]
Payment:
In Advance (by 2/18)
AAII Members and Family, $15/person; Non-members,
$20/person;
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  SUBGROUPS

Subgroups

Madison Subgroup
Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net
The meeting on Wednesday, February 19, has been cancelled, but information for the March 19 meeting will be available in the next meeting notice.

BROOKFIELD SUBGROUP (formerly Mutual Fund Subgroup)
Contact: Scott Berg, 262/ 893-7268 scott@scottberg.com
Date/Time: Wednesday, February 26, 2014, 7:00-8:30 p.m.
LOCATION: Brookfield Public Library, Harnischfeger Room, 1900 N Calhoun Rd, Brookfield, 262/893-7268. The Milwaukee Mutual Fund Group (MMFG) has changed its name to the Brookfield Group, and its focus has changed to an investment study group for the personal investor. The first meeting will be held on February 26 at 7:00 p.m. at the Brookfield Library. The agenda for the initial February meeting includes general organization, a description of the basics and the role of market index ETFs, how interest rates rising from historic lows affect other investments and polling of attendees on their opinions and predictions for the 2014 market. Meetings will be held monthly at the Brookfield Library. You are welcome to contact Scott with any questions or comments by emailing scott@scottberg.com or phoning him at 262/893-7268.

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