BROOKFIELD | Destination: Retirement, Are We There Yet? | 7/22/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Do  you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful  […]

WEBINAR | What The Big Beautiful Bill Means For Your Taxes & Retirement | 7/23/2025

Online Event WI, United States

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve […]

WEBINAR | Instant Insight: The Fed & the Markets | 7/30/2025

Online Event WI, United States

How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the […]

MEQUON | Destination: Retirement, Are We There Yet? | 7/30/2025

Annex Wealth Management Mequon Branch Office 12200 Corporate Parkway, Mequon, WI, United States

Do  you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful  […]

WOMEN & WEALTH | Women’s Guide to Preparing for the Unexpected | 8/21/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

A comprehensive guide to planning and preparing for the unexpected!  We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”