7:00 PM – Welcome by Dr. Yalovetskaya
7:05 PM – Guest Speaker + Presentation with Q+A
7:45 PM – Annual Business Meeting
Guest Speaker: Mark Ziety, CFP®, AIF®
Presentation: Improving Returns Without Changing Your Holdings
Bio: Mark Ziety has been helping families improve their financial lives for over 15 years. He's been quoted in MarketWatch, the Wall Street Journal, Kiplinger's and other publications. As the Executive Director for WisMed Financial, he's a fiduciary bringing financial advice to members of the Wisconsin Medical Society.