2017 Annual Investment Forum (Milwaukee)

Date: September 27, 2017
Time: 5:00PM - 8:00PM CST
  • Sharon Lynne Wilson Center for the Arts
  • 19805 West Capitol Drive
  • Brookfield, WI 53045

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 an Annual Investment Forum Education Session:

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:


Randy Godsell, CPA, CFA, CFP®
                   SVA Plumb Financial                 



5:00 p.m. | Early Education Session Registration, Cocktails and Hors d'oeuvres
5:45 p.m. | What You Need to Know About the Markets*
                  Presented by Randy Godsell
6:30 p.m. | Forum Registration, Cocktails and Hors d’oeuvres
7:00 p.m. | Forum Keynote Presentation
                  Trends and Events in Global Markets
                   Presented by Jeffrey Kleintop
8:00 p.m. | Dessert and Coffee Bar
 *Education Session attendance is OPTIONAL. However if attending, registration is essential.




Seating is limited so RSVP early.

Bringing a guest is encouraged!

Register online (button below) or contact Sara Shaffer at 262-923-5250 or shaffers@svaplumb.com