2017 Annual Investment Forum (Madison)

Date: September 26, 2017
Time: 4:00PM - 8:00PM CST
  • Monona Terrace Community and Convention Center
  • One John Nolen Drive
  • Madison, WI 53703

Event Details:

You Are Cordially Invited...

SVA Plumb Financial invites you and your guests to join us for this very special evening. We are pleased to welcome Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, as our keynote presenter. 

Through monetary policies, trade agreements, and geopolitics, the global economy has become increasingly intertwined. Join Jeffrey for an in-depth analysis and discussion of trends and events in the global markets and what they mean for U.S. investors.

Jeffrey will share his insights on:

  • Status of Economic Growth and Inflation
  • Earnings and Tax Policy
  • Interest Rates and Central Bank Policies
  • Trade, Geopolitics and Protectionism
  • Global Market Performance and Investment Opportunities

Our Keynote Presenter - Jeffrey Kleintop, SVP


As Chief Global Investment Strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. Kleintop is frequently cited in a range of national media outlets including The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. Kleintop has also been cited in The Wall Street Journal as one of “Wall Street’s best and brightest.”


In addition to our keynote, we are once again providing two Annual Investment Forum Education Sessions:

What You Need to Know About the Markets

  • What has changed in the markets?
  • Is the stock market reasonably priced?
  • Are bonds still safe investments in today's market?

Presented by:



Tom Plumb, CFA
                   SVA Plumb Financial                 
           Tim O'Brien, MBA, CFA          
SVA Plumb Financial


Optimizing Your Retirement Income Stream

  • Financial strategies to enhance your retirement goals
  • Maximize your Social Security benefits
  • Retirement income and withdrawal strategies

Presented by:


Jamie Droessler, CFP®
Wealth Manager
                   SVA Plumb Financial                   
Laura Zach, CPA
SVA Certified Public Accountants



4:00 p.m. | Early Education Session Registration
4:15 p.m. | Concurrent Education Sessions* - Select one:
                  What You Need to Know About the Markets
                  Presented by Tom Plumb and Tim O'Brien
                  Optimizing Your Retirement Income Stream
                  Presented by Jamie Droessler and Laura Zach
5:00 p.m. | Concurrent Education Sessions* (repeated)
                  What You Need to Know About the Markets
                  Optimizing Your Retirement Income Stream

5:45 p.m. | Forum Registration, Cocktails and Hors d’oeuvres
6:45 p.m. | Forum Keynote Presentation
                  Trends and Events in Global Markets
                   Presented by Jeffrey Kleintop
7:45 p.m. | Dessert and Coffee Bar
 *Education Session attendance is OPTIONAL. However if attending, registration is essential.

Complimentary parking voucher at registration table.




Seating is limited for the education sessions so RSVP early.

Bringing a guest is encouraged!

Register online (button below) or contact Jessica Thompson at 608-826-2741 or thompsonj@svaplumb.com.