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October 2021

(WEBINAR) Investigating: Moving in Retirement | 10/19/21 (4:00 PM CST/5:00 PM EST)

October 19 @ 4:00 pm - 5:00 pm
Online Event WI United States

Join us for a live, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we'll give you several key points to consider before you make your move - and why you should know the difference between residence and domicile. Webinar starts: 4:00 PM CST/5:00 PM EST

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(IN PERSON) Women & Wealth: Financial Self Defense | 10/21/21 (6-7pm)

October 21 @ 6:00 pm - 7:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: Learn how to identify red flags in common financial transactions Have a better understanding of the right questions to ask Discuss what you can do to protect yourself ...all in order to make the best, informed decisions for you!

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November 2021

(WEBINAR) Women & Wealth: Passion Assets | 11/9/21 (4:00pm CST/5:00pm EST)

November 9 @ 4:00 pm - 5:00 pm
Online Event WI United States

Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.

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(WEBINAR) Investigating: Moving in Retirement | 11/10/21 (3:00 PM CST/4:00 PM EST)

November 10 @ 3:00 pm - 4:00 pm
Online Event WI United States

Join us for a live, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we'll give you several key points to consider before you make your move - and why you should know the difference between residence and domicile. Webinar starts: 3:00 PM CST/4:00 PM EST

Find out more »

(IN PERSON) Women & Wealth: Passion Assets | 11/18/21 (6-7pm)

November 18 @ 6:00 pm - 7:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
+ Google Map

Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.

Find out more »
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