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December 2019

Navigating The Markets | Lake Country 12/10/19

December 10 @ 6:00 pm - 8:00 pm
The Delafield Hotel, Cushing Room, 415 Genesee St.
Delafield, WI 53018 United States
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6:00pm-6:30pm Registration 6:30pm-8:00pm Presentation and Q&A Featuring: Dave Spano, CFP®, President & CEO Derek Felske, CFA™, CIO Beverages · Light Hors D'oeuvres · Desserts Complimentary Event Limited, complimentary structure parking available Ticket and reservation required · 4 ticket maximum Listen to Annex Wealth Management's Chief Investment Officer discuss his views on the markets in light of the mid-term elections. Discover what philosophies guide Annex Wealth Management's investment decisions. Learn how others view key investing concepts by participating in live, interactive…

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January 2020

Destination Retirement: Are We There Yet? | 1/15/2020 Great Dane Pub

January 15, 2020 @ 6:00 pm - 7:30 pm
Great Dane Pub & Brewing Co. – Hilldale, 357 Price Place
Madison, WI 53705 United States
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Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn: How a comprehensive financial plan works like your GPS Understanding your balance sheet and resources How smart tax planning can help avoid paying excessive tolls Steps to maximize your mileage through smart investing You’ll receive: An interactive workbook to help you plan your retirement destination Access to important retirement resources A complimentary personal portfolio review and framework for a financial plan

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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This site has been published for residents of: AZ, CA, CO, FL, IL, MI, MN, MO, NC, NH, OH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.