Client Events

– Attend our next event to gain knowledge and meet new friends –

2016 W Forum in Salt Lake City


Date: June 5-7, 2016
Time: Variable
Location: Salt Lake City, NV (map)


Tenth annual women’s conference provides female advisors with networking and educational events to support practice goals.


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Throw a Strike & Spare – A Life For ALS
Mike Boesch Memorial 2015


Date: October 17, 2015
Time: 10:00 am; 1:00 pm; and 4:00 pm
Location: Circle "B" Recreation, 6261 Hwy. 60, Cedarburg, WI 53012


Mike Boesch battled Amyotrophic Lateral Sclerosis (ALS) for five years and as a way to give back to the ALS Association, his family set up the 2015 9-Pin Bowling Tournament. Katie Kessler, Wendy Tesch and Jeff Straw from Investment Concepts, Inc. participated to show their support.  


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Our First Client Advocate Appreciation Event


Date: September 26, 2014
Time: 4:30 pm
Location: Joey Gerard's – A Bartolotta Supper Club, 5601 Broad St, Greendale, WI 53129 (map)


Investment Concepts held our 1st Annual Client Appreciation Event in Milwaukee at the end of September to recognize a number of clients who qualified as Client Advocates for us. As many of you know, Katie loves to celebrate, and celebrate we did! Limo service throughout the evening included a catered dinner at Joey Gerard's in Greendale, then to cap the evening off, a comedy show at Potawatomi Casino & theater featuring the talents of Billy Gardell from the television hit comedy, "Mike & Molly." We look forward to these types of events every year as a way to thank our clients and remind you that Investment Concepts is not only your trusted financial advisor, but your friend as well.


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