COVID-19 robbed us of our Annual Wealth Management Symposium in 2020 and 2021. In 2022, we plan to be hosting our 25th symposium
Our 24th Annual Wealth Management Symposium was held May 23, 2019 at the Ingleside Hotel & Conference Center in Pewaukee. Just over 300 people attended nine different educational breakout sessions Social Security, A Field Guide to Medicare, and planning for an 8,000-Day retirement to name just a few. Picture above: IAG President, Lori Watt, IAG Vice President, Susan Kuhlenbeck, and our Keynote Speaker, Wendy Boglioli, Olympic Gold Medalist, Long-Term Care Expert, Healthy Aging Advocate.