Wisconsin - Milwaukee meetings - Master Thread

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LeeMKE
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Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Wed Oct 29, 2014 10:45 pm

Wisconsin - Milwaukee Bogleheads

Welcome! Our chapter meets regularly in Milwaukee and you are welcome to join us.

This is our bulletin board of upcoming events
https://groups.google.com/d/forum/milwaukee-bogleheads
Join this group to get meeting notices
Members can email the group at:
milwaukee-bogleheads@googlegroups.com

We are also on Facebook!
https://www.facebook.com/MilwaukeeBogleheads

Questions?
Email address for the chapter leaders is: MilwaukeeBogleheads@gmail.com

We look forward to meeting you!
Last edited by LeeMKE on Wed Nov 05, 2014 12:07 am, edited 1 time in total.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Wed Nov 05, 2014 12:05 am

Bob Schramm did a presentation for our meeting today and it is available online here:

http://www.slideshare.net/slideshow/embed_code/41135247

Topic is: Retirement Withdrawals

Next meeting is January 7, 2015.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu Nov 06, 2014 11:22 am

Here's the handout from our last meeting: Withdrawal Policy Statement.

It is normally used by advisors, but can be used as part of your documentation of your plan and strategies.

.doc
https://drive.google.com/file/d/0B-smL6 ... sp=sharing

.pdf
https://drive.google.com/file/d/0B-smL6 ... sp=sharing

P.S. drive.google.com seems to be a new flavor of google, intended for posting of documents. It is throwing some server errors this morning, evidently a bit buggy. If you get an odd error message, don't be concerned that the upload is broken, they both work, but the server is a bit balky at the moment.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Fri Dec 19, 2014 1:16 am

Agenda

January 6, 2015

Bollywood Grille
1038 N Jackson St
Milwaukee WI 53202

Agenda

Noon - 12:30
Introductions, announcements and lunch buffet
Under $12 for open buffet including chai tea.

12:30 - 1:00 Presentation:

Luck and Making Your Money Last as Long as You Do
Asset Allocation and Withdrawal Rates by Robert Schramm

Taken from the book by Jim C. Otar, Retirement Myths, this presentation will look at strategies and warning signs for a safe retirement. Second of two parts, the first being our November meeting.

This presentation is rated for:
Ages 40 to Retired Graduate Level of Expertise

PLEASE BRING A WEB ENABLED DEVICE TO VIEW THE PRESENTATION: Laptop, iPad, Tablet, smartphone.

1:00 - 2:00 Those able, hang around for an Informal session: Q & A, Conversation, Swapping tips

We meet just Five times a year: First Tuesday every odd numbered month except July (Jan, Mar, May, no meeting in July, Sep, Nov)
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Mon Feb 23, 2015 11:38 pm

Next meeting is Tuesday March 3 at noon.

Bollywood Grill
1038 N Jackson St
Milwaukee WI 53202

PLEASE BRING AN INTERNET ENABLED DEVICE TO FOLLOW ALONG DURING THE PRESENTATION (iPad, Tablet, Laptop, SmartPhone)

Agenda

Noon - 12:30
Introductions, announcements and lunch buffet
Under $12 for open buffet including chai tea.

12:30 – 12:45 Presentation:
Morningstar Style Boxes:
DIY investors have seen the Morningstar Style Boxes, but just what does this drawing tell us? How can we use it for our own decision-making?

This presentation is rated for:
Ages 20 and up Student Level of Expertise

PLEASE BRING A WEB ENABLED DEVICE TO VIEW THE PRESENTATION: Laptop, iPad, Tablet, smartphone.

12:45 - 2:00 Informal session: Q & A, Conversation, Swapping tips

We meet just Five times a year: First Tuesday every odd numbered month except July (Jan, Mar, May, no meeting in July, Sep, Nov)
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Mon Mar 02, 2015 12:46 pm

Meeting tomorrow, and we are ready for a presentation by Bob Schramm on the Morningstar boxes.

Presentation is ready on-line, so bring a device to follow along with Bob.

http://www.slideshare.net/LeeMKE/mornin ... x-44800111

Noon
Bollywood Grill
1038 N Jackson St
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Fri May 01, 2015 11:07 am

Tuesday May 5 Milwaukee Meeting

Bollywood Grille
1038 N Jackson Street

Agenda

12:00
assemble and get lunch
Bollywood has a buffet lunch, indian food.

12:30
Brief Presentation: Fidelity Retirement Tools
http://www.slideshare.net/LeeMKE/fideli ... ent-income

Bring a laptop, tablet or internet device to follow along

12:45
Group discussion -- Sharing topics and questions from the group. Might be a good time to share tax tricks and traps! Bring questions, leave with ideas and tips.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Mon Oct 24, 2016 12:52 pm

Milwaukee Bogleheads Meeting

Tuesday November 1, 2016

Noon
Bollywood Grille
1038 N Jackson Street

Agenda
12:00
assemble and get lunch
Bollywood has a buffet lunch, indian food. Cost $14 each person (includes tip)

12:30
Brief Presentation: Stages of Retirement Preparation -- One Person's List, Bring your own additions!
http://www.slideshare.net/LRicci/retire ... p-67594784

Bring a laptop, tablet or internet device to follow along

12:45
Group discussion -- Sharing topics and questions from the group. Might be a good time to share tax tricks and traps! Bring questions, leave with ideas and tips.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Mon Jan 02, 2017 6:23 pm

Sorry for the late notice. Yup. We are meeting tomorrow, if I can still get on your calendar. . .

Bollywood Grille
1038 N Jackson St,
Milwaukee, WI 53202
Phone:
(414) 271-8200

Noon is our start time, and the buffet line opens at 11:00, so we start promptly with a hearty Indian buffet lunch.

Our topic:
New Year's Resolutions
What are your resolutions this year, and what are you doing with your serious money next year?
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Mon Feb 20, 2017 1:29 pm

March 7, 2017
Tuesday noon

Milwaukee Bogleheads Meeting

Bollywood Grille
1038 N Jackson St,
Milwaukee, WI 53202
Phone:
(414) 271-8200

PLEASE BRING AN INTERNET ENABLED DEVICE TO FOLLOW ALONG DURING THE PRESENTATION (iPad, Tablet, Laptop, SmartPhone)

Agenda

Noon - 12:30
Introductions, announcements and lunch buffet
$14 for open buffet including chai tea and tip.

12:30 – 12:45 Presentation:
Charitable Donor Fund
How to, why to, when to use these tools for tax and estate planning.

This presentation is rated for:
Ages 40 and up, Student Level of Expertise

PLEASE BRING A WEB ENABLED DEVICE TO VIEW THE PRESENTATION: Laptop, iPad, Tablet, smartphone.

12:45 - 2:00 Informal session: Q & A, Conversation, Swapping tips

We meet just 5 times a year: First Tuesday every odd numbered month except July (Jan, Mar, May, no meeting in July, Sep, Nov)
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Tue Feb 21, 2017 12:25 am

http://www.slideshare.net/LRicci/charitable-donor-funds

And here's the presentation for our next meeting.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Tue Apr 18, 2017 10:10 pm

Put us on your calendar!

The next meeting is Tuesday May 2

Noon

Bollywood Grill
1038 N Jackson St
Milwaukee WI 53202

Bring $14 for the most excellent Indian Buffet lunch.
Bring an internet device (laptop, tablet, smartphone) to follow along with the presentation.

Our presentation topic is:
"What's Your Number? How to know when you've made it!"

https://www.google.com/url?q=https%3A%2 ... x4b5mYu4LA
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Fri Oct 20, 2017 6:12 pm

November 7 is the next meeting of Bogleheads I for accomplished investors

Topic: Spending Plans from I-ORP

A free online analysis tool, I-ORP.com, helps with a variety of analysis for early retirees. This month we'll look at the various Withdrawal Strategies and how they might be helpful to us.

Please bring an internet friendly device to follow the presentation.
Here is a link to this month’s presentation:
https://www.slideshare.net/secret/lglk97FOdTFsKS

Where: Bollywood Grill
1038 N Jackson St
Milwaukee WI 53202

It is more difficult to reach our favorite Indian Restaurant because of construction on Jackson. BUT they are suffering from this, and could really use our business, so I didn’t think we should move the meeting.

The parking garage for Metro Market is available for Bollywood Grill customers. We can enter from Juneau (mid level) or Van Buren (upper level). The Lower level is very difficult or closed, depending on the day. And just to make it more complicated, the intersection of Juneau and Jackson is closed.

SO approach from the south, drive up Van Buren from State, Kilbourn, or any other street south of Juneau, and it is easy to reach.

When: Noon
Bring $14 for the buffet lunch
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sat Oct 21, 2017 5:02 pm

November 13 is the next meeting of Bogleheads II for new investors

Topic: Debt Reduction

Snowballs, avalanches and icebergs are methods you can use to pay off debt more quickly and less expensively.

Please bring an internet friendly device to follow the presentation.
Here is a link to this month’s presentation:
https://www.slideshare.net/LRicci/pay-off-debt-81020898

Where: Diana Brostoff’s home
RSVP for directions with a PM to LeeMKE.

N.B. There are TWO Bogleheads meetings in Milwaukee this month. Bogleheads I is for accomplished investors on November 7, and Bogleheads II is for new investors on November 13.
The mightiest Oak is just a nut who stayed the course.

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fishandgolf
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by fishandgolf » Wed Oct 25, 2017 7:26 am

Thanks for the notification of the two meetings. I was briefly confused until I read the entire post. I do plan to attend the Nov. 7th meeting. How long does the meeting last. Do I need to bring lap top?
Last edited by fishandgolf on Tue Nov 07, 2017 6:49 pm, edited 1 time in total.

LeeMKE
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Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Wed Oct 25, 2017 11:59 am

Folks with a day job usually leave after an hour or so. Retirees tend to stay for another hour of conversation.

Yes, bring a laptop to follow along with the presentation.

See you then!
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu Dec 28, 2017 5:05 pm

January 2 is the next meeting of Bogleheads I for accomplished investors

Topic: Equity Glidepath

New Research spurred a lively discussion at the Madison Bogleheads meeting, so I stole the references so we could talk about this topic as well.

Please bring an internet friendly device to follow the presentation.

Here is a link to this month’s presentation:
https://www.slideshare.net/LRicci/risin ... -glidepath

Where: Bollywood Grill
1038 N Jackson St
Milwaukee WI 53202

It is more difficult to reach our favorite Indian Restaurant because of construction on Jackson. BUT they are suffering from this, and could really use our business, so I didn’t think we should move the meeting.

The parking garage for Metro Market is available for Bollywood Grill customers. We can enter from Juneau (mid level) or Van Buren (upper level). The Lower level is open from Jackson most days. The intersection of Juneau and Jackson is open, as is Jackson and State, so it's easier to get there this month.

When: Noon

Bring $14 for the buffet lunch
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu Dec 28, 2017 5:15 pm

January 8 is the next meeting of Bogleheads II for new investors

Topic: Side Gigs

When you are setting up a Side Gig, what tips do you need to put your mini-business on solid footing?

Please bring an internet friendly device to follow the presentation.
Here is a link to this month’s presentation:
https://www.slideshare.net/LRicci/side-gigs

Where: Diana Brostoff’s home
When: 6:00 PM
RSVP for directions with a PM to LRicci@1Ricci.com.

N.B. There are TWO Bogleheads meetings in Milwaukee this month. Bogleheads I is for accomplished investors, and Bogleheads II is for new investors.
The mightiest Oak is just a nut who stayed the course.

nikfleisch
Posts: 31
Joined: Wed May 20, 2015 3:07 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by nikfleisch » Thu Dec 28, 2017 5:16 pm

LeeMKE wrote:
Thu Dec 28, 2017 5:05 pm
January 2 is the next meeting of Bogleheads I for accomplished investors

Topic: Equity Glidepath

New Research spurred a lively discussion at the Madison Bogleheads meeting, so I stole the references so we could talk about this topic as well.

Please bring an internet friendly device to follow the presentation.

Here is a link to this month’s presentation:
https://www.slideshare.net/LRicci/risin ... -glidepath

Where: Bollywood Grill
1038 N Jackson St
Milwaukee WI 53202

It is more difficult to reach our favorite Indian Restaurant because of construction on Jackson. BUT they are suffering from this, and could really use our business, so I didn’t think we should move the meeting.

The parking garage for Metro Market is available for Bollywood Grill customers. We can enter from Juneau (mid level) or Van Buren (upper level). The Lower level is open from Jackson most days. The intersection of Juneau and Jackson is open, as is Jackson and State, so it's easier to get there this month.

When: Noon

Bring $14 for the buffet lunch
I’m not sure how I’ve missed this thread previously, but is the parking free?

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu Dec 28, 2017 5:19 pm

Yup! Our favorite price, FREE parking.
The mightiest Oak is just a nut who stayed the course.

User avatar
fishandgolf
Posts: 371
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Re: Wisconsin - Milwaukee meetings - Master Thread

Post by fishandgolf » Thu Dec 28, 2017 5:32 pm

LeeMKE wrote:
Thu Dec 28, 2017 5:15 pm
January 8 is the next meeting of Bogleheads II for new investors

Topic: Side Gigs

When you are setting up a Side Gig, what tips do you need to put your mini-business on solid footing?

Please bring an internet friendly device to follow the presentation.
Here is a link to this month’s presentation:
https://www.slideshare.net/LRicci/side-gigs

Where: Diana Brostoff’s home
When: 6:00 PM
RSVP for directions with a PM to LRicci@1Ricci.com.

N.B. There are TWO Bogleheads meetings in Milwaukee this month. Bogleheads I is for accomplished investors, and Bogleheads II is for new investors.
Greetings:

At the last meeting, the Wifi didn't work very well at the restaurant...so most of us were unable to connect. Will printed hard copies be sufficient?

Thanks

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu Dec 28, 2017 5:43 pm

Greetings:

At the last meeting, the Wifi didn't work very well at the restaurant...so most of us were unable to connect. Will printed hard copies be sufficient?

Thanks
Yup. Print the graphs and you'll be all set! Usually the WiFi is fine, but better safe than sorry!
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Tue Feb 13, 2018 1:24 pm

March 5 is the next meeting of Bogleheads II: The place for new investors and early financial expertise

TAX RETURNS

Bob and Laura will try to answer questions about your tax returns, or show you where to get answers. This group is for young investors, starting out their careers and learning the ropes of DIY investing.

DATE: Monday, March 5
TIME: 6:30 PM
RSVP to LeeMKE for the location
Last edited by LeeMKE on Tue Feb 13, 2018 1:42 pm, edited 1 time in total.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Tue Feb 13, 2018 1:36 pm

March 6 is the next meeting of Bogleheads I: Established investors ready for retirement

SAFE WITHDRAWAL RATE CALCULATOR from Can I Retire Yet?

We'll go over this checklist from Darrow Kirkpatrick of Can I Retire Yet? and discuss how we are all approaching retirement withdrawals, along with whatever comes up. This group ranges pretty freely across the spectrum of retirement investments, so come ready to hear plenty of use to new and pre- retirees.

DATE: Tuesday March 6
TIME: Noon
PLACE: Bollywood Grille
1038 N. Jackson
Milwaukee WI 53202

Parking is open at Metro Market for Bollywood customers. (free) Enter from Juneau (mid level) or Jackson (lower level). Walk to Jackson (on the west side of the block) and Bollywood Grille is just south of the parking garage. All intersections are open at this time. (I'll update if anything changes before the meeting)

LUNCH BUFFET is excellent. Bring $14 each to cover your lunch and a tip for the kind use of the room.

No online presentation yet. (I just came back to town) I'll bring handouts for the meeting.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Tue Apr 17, 2018 2:28 am

May 1 is the next meeting of Bogleheads I: Established investors ready for retirement

LAST MEETING this year!

DATE: Tuesday May 1
TIME: Noon
PLACE: Bollywood Grille
1038 N. Jackson
Milwaukee WI 53202

Parking is open at Metro Market for Bollywood customers. (free) Enter from Juneau (mid level) or Jackson (lower level). Walk to Jackson (on the west side of the block) and Bollywood Grille is just south of the parking garage. All intersections are open at this time. (I'll update if anything changes before the meeting)

LUNCH BUFFET is excellent. Bring $14 each to cover your lunch and a tip for the kind use of the room.

Hoping we get to see everyone at our last meeting!
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Thu May 10, 2018 9:44 pm

Milwaukee Bogleheads II: New Investors
Last meeting will be Sunday, May 20, 5:00 PM for dinner at Bollywood Grill.

Looking forward to seeing folks, chatting about finance and ordering from the menu at our local Indian restaurant.

Bollywood Grille
1038 N. Jackson Street
Milwaukee WI

Jackson is open to the north, so approach from Juneau, park in the garage at Metro Market, and join us for dinner.
The mightiest Oak is just a nut who stayed the course.

Badger1754
Posts: 117
Joined: Thu Jan 25, 2018 2:00 pm
Location: Upstate NY

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by Badger1754 » Sat May 12, 2018 10:22 am

I might be in MKE for business next weekend. Assume out of town Bogleheads are welcome as well?

LeeMKE
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Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sat May 12, 2018 10:50 am

Sure! Out of town Bogleheads are welcome to join us.
The mightiest Oak is just a nut who stayed the course.

Badger1754
Posts: 117
Joined: Thu Jan 25, 2018 2:00 pm
Location: Upstate NY

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by Badger1754 » Sat May 12, 2018 2:07 pm

Great! I might already have a lunch commitment. If I do, will still try to come if not too late. if not, let me know if there's an afterparty or drinks or something and I will definitely come.

LeeMKE
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Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sat May 12, 2018 5:26 pm

This last meeting is at 5:00 pm.

The restaurant has a bar as well as full menu for dinner. See you then!
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Fri May 18, 2018 9:34 pm

We are moving the last Bogleheads II meeting to Sunday JUNE 3.

Same time and place. (5:00 Bollywood grille)
One of our regular members has a death in the family and two family members have been regular members, so we are moving the meeting to give them some space.
The mightiest Oak is just a nut who stayed the course.

LeeMKE
Posts: 1767
Joined: Mon Oct 14, 2013 9:40 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by LeeMKE » Sat May 19, 2018 3:08 pm

LeeMKE wrote:
Fri May 18, 2018 9:34 pm
We are moving the last Bogleheads II meeting to Sunday XXXX X.
BACK TO ORIGINAL DATE! Sunday May 20.

Same time and place. (5:00 Bollywood grille)
One of our regular members has a death in the family and two family members have been regular members, so we are moving the meeting to give them some space.
The mightiest Oak is just a nut who stayed the course.

Xrayman69
Posts: 35
Joined: Fri Jun 01, 2018 8:52 pm

Re: Wisconsin - Milwaukee meetings - Master Thread

Post by Xrayman69 » Sat Jun 16, 2018 4:23 pm

Back in Milwaukee after a long time in Seattle. New to the forum and not savvy with the workings of the sites technology. Would appreciate the opportunity to participate.

Thanks

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