Client Events

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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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