An Investment Overview

with

Jeffrey Matthias, CFA, Vice President/Portfolio Strategist,
Madison Investment Advisors

Randy Johnson, CFA, Portfolio Manager, Madison Investment Advisors and

David Hottmann, CFA, Portfolio Manager, Madison Investment Advisors

NOTE: Registration is limited to 25 persons

Schedule:

Registration, Networking and Breakfast Buffet -- 8:00 a.m.

Welcome and Introductions -- 8:20 a.m.

"Investment Policy Statement As A Tool for Planning", Jeffrey Matthias -- 8:30 a.m.

Break - 9:20 a.m.

"The Bond Markets, The Fed and You", Randy Johnson -- 8:30 a.m.

Break -- 10:20 a.m.

"Asset Allocation in an Ever Changing Global Landscape", David Hottmann -- 10:30 a.m.

Wrap Up and Questions-- 11:20 a.m.

We have applied for 3 CFP and 3 WI Insurance CE credits and 3 CLE credits for the above program. We expect these programs to meet the CPA and PACE requirements for 3 hours of continuing education.

This program is free, and attendance is limited to the first 25 persons who register.