The Milwaukee Local Chapter held its first meeting on November 4, 2014 and continued in operation through May 2018. The group held meetings on the first Tuesday of January, March, May, September and November. Meetings began at noon. (1st Tuesday every other month except July).
The chapter began a series of double meetings, one for beginning investors and one for experienced investors in November, 2017. The meetings for experience investors are labeled “Bogleheads I”; meetings for beginning investors are labeled “Bogleheads II”. Bogleheads II meetings have been held at private residences.
The group ceased operations on May 20, 2018.
Local meetings were held at the Bollywood Grill in Milwaukee.
The slide below lists chapter meetings (three slides)
The table below provides links to presentations delivered at Milwaukee Bogleheads chapter meetings.
|Power point presentation||Date|
|Retirement Funds: Will you still love me tomorrow?||November 4, 2014|
|Asset allocation during withdrawals||January 6, 2015|
|Morningstar style boxes||March 3, 2015|
|Fidelity Retirement Income tools||May 5, 2015|
|Bogleheads philosophy||September 1, 2015|
|Investment policy statement||November 3, 2015|
|Rebalancing||March 1, 2016|
|Perspective: Keeping your head when all around you are losing theirs?||May 3, 2016|
|Preparing for retirement: Streamline, simplify, document||
November 1, 2016
|All In One Funds||2016|
|Charitable donor funds||March 7, 2017|
|What’s your number? How to know when you’ve “made it”||May 2, 2017|
Email address for the chapter leaders is: MilwaukeeBogleheads@gmail.com
For more information please refer to the Wisconsin – Milwaukee meetings – Master Thread.