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This calendar lists all upcoming events for the UW-Madison Wealth Management Group. Check back for updates and information about speakers, socials, and workshops.
FALL 2023
all events are in 1185 Grainger Hall, unless otherwise noted
Sept. 14
5:30pm
Introduction to Financial Planning: What is
WMG?
Sept. 21
5:30pm
LinkedIn Review & Headshot Opportunities
Sept. 28
5:30pm
Monica Nichol from Baird
Oct. 6
1:00pm
Scott Litner from Morgan Stanley
*Plenary Room Grainger Hall*
Oct. 12
5:30pm
Tyler Tevich from Lido Advisors
Oct. 19
5:30pm
Mark Rewey from Segall, Bryant & Hamill
Oct. 26
5:30pm
Michael Bell from UBS Madison
Nov. 9
5:30pm
Brad O’Loughlin from Resonant Capital
Other Events:
Daniel Zuckerman from Zuckerman Investment Group
End of Year Social
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