2017 WCOA Annual Conference




WISCONSIN COALITION OF ANNUITANTS
26TH ANNUAL CONFERENCE
MAY 19, 2017


AGENDA
8:00am - 9:00am Arrival and Registration
Continental Breakfast available
9:00am - 9:15am Welcome - Jerold Vreeland, WCOA Vice Chair
9:15am - 10:15am Protecting & Growing the WRS for a Strong Future
Michael Williamson, Executive Secretary
State of Wisconsin Investment Board
10:15am - 10:30am Break
10:30am - 11:30am What the Heck is Going on in Washington, DC?
Lisa Lamkins, Advocacy Director
AARP-WI
11:30am -12:00pm Role of Annuitants' Representative
William Ford, Elected Annuitant
Representative to ETF Board
12:00pm - 1:00pm Lunch (lower level)
1:00pm -2:00pm Making Your Money Last as Long as You Do
Kevin McKinley, Financial Advisor/Planner,
McKinley Money, LLC
2:00pm - 3:00pm Wisconsin Retirement System: Strong for Wisconsin
Robert Conlin, Secretary
Department of Employee Trust Funds
3:00 pm - 3:15 pm Closing Remarks - Jerold Vreeland




CONFERENCE SUMMARY
MAY 19, 2017
American Family Headquarters, Madison, Wisconsin

The successful 26th Annual Conference began with registration and a continental breakfast. There were 105 registered participants, 23 new registrations, and 10 guests.

The presenters' handouts are available below. Minutes of the presentations were not taken.

WCOA Vice Chair Jerold Vreeland welcomed the participants, opened the conference, and introduced the presenters.

Michael Williamson, Executive Director
State of Wisconsin Investment Board
"Protecting and Growing the WRS for a Strong Future"


Lisa Lamkins, AARP-WI, Advocacy Director
'What the Heck is Going On in Washington DC?'
What federal issues will affect retirees retirement and health care


William Ford, Elected Annuitant Representative
Employee Trust Funds Board
'The Responsibilities of a ETF Board Member'


Kevin McKinley, Financial Advisor/Planner, McKinley Money, LLC
'On Your Money', financial planning steps retirees should take. 'On Your Money' is broadcast on Wisconsin Public Radio on Tuesday mornings.


Robert Conlin, Secretary
Department of Employee Trust Funds
'Wisconsin Retirement System: Strong for Wisconsin'



2017 Conference Presenters