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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
     Introduction to Financial Planning: What is 

Sept. 21

     LinkedIn Review & Headshot Opportunities 

Sept. 28

Monica Nichol from Baird 

Oct. 6

Scott Litner from Morgan Stanley 
*Plenary Room Grainger Hall*

Oct. 12
Tyler Tevich from Lido Advisors 

Oct. 19

Mark Rewey from Segall, Bryant & Hamill 

Oct. 26

Michael Bell from UBS Madison 

Nov. 9

Brad O’Loughlin from Resonant Capital

Other Events:

Daniel Zuckerman from Zuckerman Investment Group

End of Year Social
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