Fall '18 Meeting Materials

Fifth General Meeting (11/15)

This week we will be hosting two representatives from Ameriprise. They will be presenting on Ameriprise and their opportunities for students, quizzing members' understanding of the industry, and hosting us after the meeting at Hopcat for our second social event. Provided here is some information regarding our speakers and their presentation. 

Fourth General Meeting (11/8)

This week we will be hosting Savant Capital Management's Brent Lindell. He will be presenting on his experiences at Savant and otherwise and the structure and uses of trusts. The links provided are intended to give an introduction to Brent and a primer on the topics he will cover.

Third General Meeting (10/25)

This week we will be hosting AXA Advisors's Regional Vice President, Brian Thiet. He will be presenting on AXA and their opportunities, new FINRA requirements for the Series 7 and other Series Exams, and the basic and unique uses of life insurance in a financial plan. Provided beside are resources to give you a primer on the topics Brian will cover.

Second General Meeting (10/11)

Last meeting we heard from Jeff Zimmer and Claire Walmer from Bankers' Bank. They spent time speaking to us about the popular financial software, MoneyGuidePro. Provided here are some resources for you to look into that will help you recap their presentation. 

First General Meeting & Kickoff

At the kickoff meeting we will introduce the executive board and go over the structure of the organization. In our first official meeting, representatives from Heck Wealth Management will give a presentation and take questions. After the conclusion of this meeting, a social will be held at City Bar with our guest speakers. All are welcome to attend!

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UW-Madison

School of Business

Madison, WI

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