WCMS Annual Meeting

When
9 Jun 2021
7:00 PM - 8:00 PM (UTC-04:00)
Location
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.

WCMS
563 Carter Court, Suite B, Kimberly, WI 54136
Email: WaukeshaCMS@badgerbay.co