Wealth Management Symposium


Our 23nd Annual Wealth Management Symposium was held May 22, 2018 at the Country Springs Hotel and 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, Chief Investment Officer and Managing Director of Research, Burt White.