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August 2021

Women & Wealth: Summer Patio Party | 8/25/21

August 25 @ 4:00 pm - 7:00 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Complimentary Event Grab a friend, swing by any time, and have a glass of wine and snack with us while we enjoy the summer weather. Sip wine, smile, savor the friendships and hear more about our group and upcoming activities.

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(WEBINAR) Investigating Annuities: The Annuity Enigma | 8/31/21 (12:00PM CST/1:00PM EST)

August 31 @ 12:00 pm - 1:00 pm
Online Event WI United States

If you own an annuity and want to better understand how it operates, or what your options are with the contract, we’ll try to equip you with the resources to evaluate your annuity contract. If you’re considering purchasing an annuity, then this presentation will equip you with necessary information to have an educated conversation with your annuity sales representative. “Investigating Annuities” will help you learn how to approach annuities, specifically where they may be appropriate in your financial plan, and…

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September 2021

(WEBINAR) Investigating Annuities: The Annuity Enigma | 9/15/21 (8:30AM CST/9:30AM EST)

September 15 @ 8:30 am - 9:30 am
Online Event WI United States

If you own an annuity and want to better understand how it operates, or what your options are with the contract, we’ll try to equip you with the resources to evaluate your annuity contract. If you’re considering purchasing an annuity, then this presentation will equip you with necessary information to have an educated conversation with your annuity sales representative. “Investigating Annuities” will help you learn how to approach annuities, specifically where they may be appropriate in your financial plan, and…

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(WEBINAR) Women & Wealth: Preparing For The Unexpected | 9/16/21 (8:00am CST/9:00am EST)

September 16 @ 8:00 am - 9:00 am
Online Event WI United States

A beginner's guide to planning and preparing for the unexpected! We'll be examining 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.”

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(WEBINAR) Women & Wealth: Preparing For The Unexpected | 9/22/21 (4:00pm CST/5:00pm EST)

September 22 @ 4:00 pm - 5:00 pm
Online Event WI United States

A beginner's guide to planning and preparing for the unexpected! We'll be examining 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.”

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