President’s Message – March 2017


Hello everybody:

The Month of March is certainly rolling in like a lion; I like to think that our educational events are doing at the Southern Wisconsin AGA Chapter. Some of the new and exciting things that have been planned so far are as follows:

  • The March luncheon is scheduled at Rigby Pub & Grill on March 23rd. The speaker for this meeting is the President of the Madison Mallard’s. Don’t forget that this March is CGFM Month and this meeting will be free to those who hold this certification.
  • Watch for the agenda of our Fortieth Annual AGA Symposium scheduled on May 10; it has been finalized and will be posted on our website in the next few days.
  • The April luncheon speaker is Attorney Shayna Borakove of Borakove/Osman, LLC. She will be speaking to us regarding trusts, estates, taxes, and the planning for your future generation. The restaurant has yet to be determined.
  • Check out the member spotlight on page 5 of our newsletter featuring Andrew Stovich, CGFM.

As always, I am reaching out to our members for ideas of new topics for our luncheons and symposium. If you have an idea for an educational topic, please let me know. I will definitely look into any and all ideas coming my way.

I hope to see everybody at these events.

Mary Laufenberg, CGFM