"We offer a trusted, caring partner to guide you in making wise financial decisions for today and tomorrow."

Lori Watt, Founder and President

Seminars & Events

Investors Advisory Group (IAG) offers several educational seminars, as well as some fun client appreciation events throughout the year. Our clients and their guests are encouraged to attend!


Christmas Wine & Cheer 
Thursday, December 7, 2017
4:00 - 7:00 PM

Waukesha Office of Investors Advisory Group
N19 W24200 Riverwood Dr., Suite 150
Waukesha, WI 53188







Identity Theft Seminar

Thursday, November 16, 2017

5:30 - 7:30 PM - Presentation at 6:00 PM - Middleton Location


Middleton Location:
Greenway Center
8215 Greenway Blvd
Lower Level Conference Room
Middleton, WI 53562

Click here to view the invitation



Enroll Now



Please click here to view the invitation and then enroll for one or all three sessions. All sessions are held from 8-9 AM at Investors Advisory Group.

Thursday, October 26, 2017 - The Law of Unintended Consequences
Thursday, November 30, 2017 - Is There Life After Work? A business owner's quiet debate
Wednesday, December 13, 2017 - Do You Have a Partnership or Buy-Sell Agreement?


Enroll Now


4th Quarter Power Break 2017 -  Topic: Outlook 2018

  Date Time
Waukesha Office
N19 W24200 Riverwood Dr., Suite 150
Dec. 5, 2017 7:30 AM
Waukesha Office Dec. 5, 2017 4:00 PM
Waukesha Office
Dec. 6, 2017 4:00 PM

Enroll Now

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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©2017 Investors Advisory Group, LLC

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Investors Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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