WCMS Annual Meeting

  • 9 Jun 2021
  • 7:00 PM - 8:00 PM
  • Zoom

Registration is closed

Rsvp Today!

All WCMS Members are invited to join the WCMS Board of Directors on Wednesday, June 9 at 7:00 p.m. for the annual meeting! RSVP Today!

Agenda:
7:00 PM – Welcome by Dr. Yalovetskaya
7:05 PM – Guest Speaker Presentation with Q+A
7:45 PM – Annual Business Meeting

8:00 PM – Adjourn

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.

Contact WCMS
563 Carter Court, Suite B, Kimberly, WI 54136
Ph: 920-560-5641 | Fax: 920-882-3655
Email: WaukeshaCMS@badgerbay.co

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