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Lori Watt, Founder and President

Wealth Management Symposium

Jon McGlocklin and son, Shannon McGlocklin - Insurance Specialist with IAG

Our 21st Annual Wealth Management Symposium was held May 24, 2016 at the Country Springs Hotel and Conference Center in Pewaukee. Just under 300 people attended nine different educational breakout sessions on topics such as Identity Theft - How to Protect Yourself, Global Market Update, and Financial Planning in the Shadow of Dementia, to name just a few. These were followed by an inspirational and entertaining keynote address by Jon McGlocklin, former NBA All-Star and founder of The MACC Fund.

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