Wisconsin - Milwaukee meetings - Master Thread

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LeeMKE
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Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu May 22, 2014 7:22 am

This is the place to announce upcoming meetings in Milwaukee Wisconsin.

This chapter meets every other month, and takes the summer off.
Meetings are on the first Tuesday of the month: Jan Mar May . . . Sep Nov
Last edited by LeeMKE on Wed May 13, 2015 10:00 am, edited 4 times in total.
The mightiest Oak is just a nut who stayed the course.

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LeeMKE
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Milwaukee Thursday May 29 noon

Post by LeeMKE » Thu May 22, 2014 7:24 am

CONFIRMED
Thursday May 29 noon for Milwaukee lunch

Bollywood Grill - East Town
1038 N Jackson St
Milwaukee, WI 53202
Phone number (414) 271-8200
Lunch buffet, about $12. Indian food.

We are expecting at least 4 of us for this first meeting. (Al, Bob, Imdeng and LeeMKE included)
Last edited by LeeMKE on Sun May 25, 2014 12:25 pm, edited 3 times in total.
The mightiest Oak is just a nut who stayed the course.

14thMed
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Re: Wisconsin meetings - Master Thread

Post by 14thMed » Thu May 22, 2014 8:41 am

Just north on MKE, Add me to the list. Al

tosabob
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Re: Wisconsin meetings - Master Thread

Post by tosabob » Thu May 22, 2014 8:32 pm

Bollywood is fine. Looking forward to this. Enjoyed at least 2 Wisconsin meetings in the past.
Bob

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kingsnake
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Re: Wisconsin meetings - Master Thread

Post by kingsnake » Sat May 24, 2014 7:39 am

Titletown boglehead here.

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LarryG
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Re: Wisconsin Bogleheads group dead?

Post by LarryG » Sat May 24, 2014 9:34 am

[Thread merged into here, see below. --admin LadyGeek]

Renjuzone,

Pick a time and place and they will come (or not)

LarryG

renjuzone
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Re: Wisconsin Bogleheads group dead?

Post by renjuzone » Sun May 25, 2014 12:14 am

LarryG wrote:Renjuzone,

Pick a time and place and they will come (or not)

LarryG
Thanks LarryG. Right now, it is a toss-up between July 19 (noon) vs July 26 (noon). Since the consensus is around lunchtime, do people prefer meeting at restaurant as opposed to perhaps a formal meeting for the first meet-up?

If a restaurant, a few lunch restaurant ideas include:
Minerva Indian Buffet
Great Dane - Hilldale
Sprechers Restaurant and Pub

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Mrs.Feeley
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Re: Wisconsin Bogleheads group dead?

Post by Mrs.Feeley » Sun May 25, 2014 1:15 am

renjuzone wrote:
LarryG wrote:Renjuzone,

Pick a time and place and they will come (or not)

LarryG
Thanks LarryG. Right now, it is a toss-up between July 19 (noon) vs July 26 (noon). Since the consensus is around lunchtime, do people prefer meeting at restaurant as opposed to perhaps a formal meeting for the first meet-up?

If a restaurant, a few lunch restaurant ideas include:
Minerva Indian Buffet
Great Dane - Hilldale
Sprechers Restaurant and Pub
Lunch time on a Saturday is apt to be pretty crazy noisy at most restaurants. My vote would go for Great Dane but I know that they're extremely noisy on weekends and they won't take advance reservations for seating large parties at the same table on weekends unless you pay an outrageous sum. In fact I don't think they have many tables big enough to accommodate our group.

I've never been to the other restaurants.

I do know the owner of Lee's Garden and am pretty sure we could get a large quiet table there for a Saturday lunch.

Tabasco
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Re: Wisconsin Bogleheads group dead?

Post by Tabasco » Sun May 25, 2014 6:15 am

I can only get the conference room during business hours. I vote for Minerva. I love that place.

Rog-Kat
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Re: Wisconsin Bogleheads group dead?

Post by Rog-Kat » Sun May 25, 2014 6:48 am

My wife and I are both "Bogleheads". We have followed this forum for years (never posted). We too would like to meet others but in a north/central area. :happy

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LadyGeek
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Re: Wisconsin meetings - Master Thread

Post by LadyGeek » Sun May 25, 2014 9:56 am

FYI - I moved a few posts from the old thread (Wisconsin Bogleheads group dead?) into here so everyone can be together.

Rog-Kat - Welcome!

Update: I unlocked the old thread so renjuzone can reorganize for Madison.
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

renjuzone
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Re: Wisconsin meetings - Master Thread

Post by renjuzone » Sun May 25, 2014 11:12 am

For folks looking at meeting in Madison - WI, please check out the Madison-WI master thread to post meetings in the Madison area.

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LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Wed May 28, 2014 11:51 am

Milwaukee meeting TOMORROW, Thursday May 29, noon

Bollywood Grill - East Town
1038 N Jackson St
Milwaukee, WI 53202
Phone number (414) 271-8200
Lunch buffet, about $12. Indian food.
The mightiest Oak is just a nut who stayed the course.

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LeeMKE
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Milwaukee Tuesday September 2, 2014

Post by LeeMKE » Fri May 30, 2014 1:21 am

Our inaugural group had a long lunch today and decided to meet again in a few months. Please plan to join us!

September 2, 2014 at noon

Bollywood Grill - East Town
1038 N Jackson St
Milwaukee, WI 53202
Phone number (414) 271-8200
Lunch buffet, about $12. Indian food.

We will have a speaker at our next meeting and will post more details closer to the meeting.
The mightiest Oak is just a nut who stayed the course.

Topic Author
LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Mon Aug 11, 2014 1:08 pm

September 2, 2014 at noon

Bollywood Grill - East Town
1038 N Jackson St
Milwaukee, WI 53202
Phone number (414) 271-8200
Lunch buffet, about $12. Indian food.

We will have a speaker at our next meeting and will post more details closer to the meeting.

Please post so I have an idea how large a group we will be.
The mightiest Oak is just a nut who stayed the course.

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LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Tue Sep 02, 2014 11:34 pm

The meeting today went very well. We stayed until closing!

Next meeting will be Tuesday November 4, 2014.

PM me to get a message closer to the event with more details.
The mightiest Oak is just a nut who stayed the course.

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LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu Oct 23, 2014 10:28 pm

Tuesday, November 4, 2014 at noon is our next meeting!

We'll have about a half hour presentation using SlideShare for the PowerPoint.
Please bring your tablet or laptop.

Retirement Funds: But Will You Still Love Me Tomorrow?

The Zone Strategy from Jim Otar's "Understanding The Retirement Myth" evaluating sustainable distribution.
* Portfolio accumulation or decumulation
* Exporting risk with an annuity

An overview of Guyton's withdrawal rules: Portfolio Management, Withdrawal, Capital Preservation, Prosperity.

Sample of a Withdrawal Policy Statement.

LOCATION: Bollywood Grill
1038 N Jackson St
Milwaukee, WI 53202
Phone: 414.271.8200
Lunch buffet is $10.00
The mightiest Oak is just a nut who stayed the course.

Topic Author
LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sun Aug 30, 2015 12:22 am

Tuesday September 1, 2015

Meeting ON!

Join us for lunch at noon:

Bollywood Grille
1038 N Jackson Street
Milwaukee WI 53202

Door prizes!

Please bring a device to follow along with the presentation slides: iPad, Tablet, SmartPhone, laptop.

Newcomers, curiosity seekers, friends, are welcome. Just say you are with the Bogleheads when you arrive.

Presentation is online, the Topic is 10 Steps of the Bogleheads Investment Philosophy.

http://www.slideshare.net/LeeMKE/bogleh ... y-10-steps
The mightiest Oak is just a nut who stayed the course.

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LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Fri Jan 01, 2016 11:22 pm

Make 2016 a Happy New Year by making plans to get your financial house in order. You can do it! Join us to talk about New Year's Resolutions

Tuesday January 5
Noon
Bollywood Grille
1038 N. Jackson Street
Milwaukee WI
Everyone pays for their own buffet lunch ($14)

Door prizes and great conversation
The mightiest Oak is just a nut who stayed the course.

WIAV8TOR
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by WIAV8TOR » Wed Jan 20, 2016 7:45 pm

Hey guys & Gals. I'm not to far away, towards Lake Geneva. I may see if one of your meetings pan out, sounds interesting.

Topic Author
LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Wed Jan 20, 2016 9:09 pm

Next meeting is Tuesday, March 1. Same place and time:

Noon
Bollywood Grille
1038 N. Jackson Street
Milwaukee WI

Hope we'll get to meet you then!
The mightiest Oak is just a nut who stayed the course.

Topic Author
LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sat Feb 27, 2016 12:15 am

Get ready!

Milwaukee Bogleheads meet Tuesday
March 1
Noon
at Bollywood Grille
1038 N. Jackson Street
Milwaukee WI
Everyone pays for their own buffet lunch ($14)

This meeting's presentation is on Rebalancing. And we'll have time for Q&A about your financial life.
The mightiest Oak is just a nut who stayed the course.

amazonchic
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Location: Green Bay, WI
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Re: Wisconsin meetings - Master Thread

Post by amazonchic » Thu Mar 31, 2016 9:51 pm

kingsnake wrote:Titletown boglehead here.
Are there any other Titletown Bogleheads here besides kingsnake and myself? Do I need to start a Green Bay/Fox Valley group?

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LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sun Apr 24, 2016 10:20 pm

Milwaukee Bogleheads meet May 3 at noon!

Bollywood Grill
1038 N Jackson St
Milwaukee, WI 53202

Our presentation topic is "Perspective" and the rule of Staying on Course.

This is our last meeting before we take our summer hiatus. Miss this one, and you have to wait until September!
Bring an internet device to follow along with the slides (which you can see in the link below).

http://www.slideshare.net/LRicci/perspe ... d_view_cta
The mightiest Oak is just a nut who stayed the course.

Topic Author
LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sun Aug 14, 2016 8:22 pm

Tuesday September 6 at noon

We will meet at Bollywood Grill

1038 N Jackson St,
Milwaukee, WI 53202

Bob Schramm is our speaker, sharing his analysis of All-In-One Funds used to simplify management of your portfolio in retirement.

The presentation is online at:

http://www.slideshare.net/LRicci/all-in ... bogleheads

Bring $14 for lunch, and an internet friendly device to follow along with the presentation.

Looking forward to seeing everyone!
The mightiest Oak is just a nut who stayed the course.

Topic Author
LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sun Sep 04, 2016 10:34 am

Looking forward to a buffet lunch of Indian Food next Tuesday!

Milwaukee Bogleheads will meet at noon, Tuesday September 6.
We meet at Bollywood Grill
1038 N Jackson St,
Milwaukee, WI 53202
The mightiest Oak is just a nut who stayed the course.

Topic Author
LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Mon Aug 07, 2017 9:54 pm

TWO meetings this month!

. :confused . :D . :) . 8-) . :oops: . :) . :shock: . :happy . :D . :moneybag

Bogleheads I - Original lunchtime group, focused on retirement planning

Tuesday September 5 at noon

We meet at Bollywood Grill
1038 N Jackson St,
Milwaukee, WI 53202

Laura Ricci is our speaker, speaking on CD Ladders
The presentation is online at:
https://www.slideshare.net/LRicci/cd-la ... ow-and-why

Bring $14 for lunch, and an internet friendly device to follow along with the presentation.

. :confused . :D . :) . 8-) . :oops: . :) . :shock: . :happy . :D . :moneybag

Bogleheads II- New group, focused on early investing

Monday September 11 at 6PM

Laura Ricci will be our speaker, on the 10 Principles of Boglehead Investment Philosophy
The presentation is online at:
https://www.slideshare.net/LRicci/boglehead-principles

Bring an internet friendly device to follow along with the presentation.

RSVP is required for this home meeting in Milwaukee.
The mightiest Oak is just a nut who stayed the course.

lovebohn
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by lovebohn » Thu Jan 10, 2019 2:40 pm

Any central wisconsin groups?

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LeeMKE
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu Jan 10, 2019 6:45 pm

Check out "Wisconsin - Madison" for meetings more central.
The mightiest Oak is just a nut who stayed the course.

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