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    FREE FINANCIAL WORKSHOPS 

    We're committed to keeping our customers informed about investment opportunities and financial planning information. In an effort to do just that, we have many workshops planned over the course of the year. Our AIS financial consultants and various guest speakers not only provide valuable information, but also offer guidance and attention to attendees. The seminars listed below are free to you, so take advantage of the opportunity and sign up for one in your area.

    Workshop Schedule
REITS: A New Investment Alternative
Wednesday, February 15, 2012 - 11:30 AM
Biaggi's Restaurante
601 Junction Road
Madison, WI  53717
Hosts:
  • Tricia McDonough_ CRPC - Financial Consultant

Diversifying Your Portfolio
Wednesday, February 22, 2012 - 5:30 PM
Co-hosting with Carina Alt
Great Dane
876 Jupiter Drive
Madison, WI  53718
Hosts:
  • Ann M. Schomber - Financial Consultant

Diversifying Your Portfolio
Wednesday, February 22, 2012 - 5:30 PM
co-hosting with Ann Schomber
Great Dane
876 Jupiter Drive
Madison, WI  53718
Hosts:
  • Carina D. Alt - LPL Financial Advisor

Diversify Your Portfolio
Thursday, February 23, 2012 - 8:00 AM
Take II
111 Millennium Drive
Platteville, WI  53818
Hosts:
  • Steve Holmes - Financial Consultant

Wealth Transfer Workshop
Tuesday, February 28, 2012 - 10:00 AM
AnchorBank
5750 Raymond Road
Madison, WI  53711
Hosts:
  • Amy M. Gold - Financial Consultant


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    To register for a workshop, call 1-800-236-6789 or call or stop by your local AnchorBank. If there are no workshops currently scheduled in your area, please contact us. We may be able to schedule a workshop, or you can set up an individual appointment with an advisor.

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Saturday, February 04, 2012
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