top of page
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
bottom of page