Wealth Management 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.