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April 2021

Webinar: Women & Wealth: Financial Self Defense | 4/15/21

April 15 @ 4:00 pm - 5:00 pm
Online Event WI United States + Google Map

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! Webinar starts: 4:00pm CST/ 5:00pm EST

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Webinar: Investigating Donor Advised Funds: Know The Difference | 4/21/21

April 21 @ 12:00 pm - 1:00 pm
Online Event WI United States + Google Map

Join us for a live, interactive webinar where we will be discussing donor advised funds basics. Webinar starts at: 12:00pm CST/1:00pm EST

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Webinar: Women & Wealth: Financial Self Defense | 4/27/21

April 27 @ 12:00 pm - 1:00 pm
Online Event WI United States + Google Map

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! Webinar starts: 12:00pm CST/ 1:00pm EST

Find out more »

May 2021

Webinar: Investigating Donor Advised Funds: Know The Difference | 5/5/21

May 5 @ 8:30 am - 9:30 am
Online Event WI United States + Google Map

Join us for a live, interactive webinar where we will be discussing donor advised funds basics. Webinar starts at: 8:30am CST/9:30am EST

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Webinar: Women & Wealth: Budgeting In Retirement | 5/11/21

May 11 @ 8:30 am - 9:30 am
Online Event WI United States + Google Map

A beginner’s guide to budgeting and saving in retirement! Webinar starts: 8:30am CST/9:30am EST  

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Webinar: Women & Wealth: Budgeting In Retirement | 5/20/21

May 20 @ 4:00 pm - 5:00 pm
Online Event WI United States + Google Map

A beginner’s guide to budgeting and saving in retirement! Webinar starts: 4:00pm CST/5:00pm EST

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June 2021

Webinar: Women & Wealth: Investing With Confidence | 6/8/21

June 8 @ 4:00 pm - 5:00 pm
Online Event WI United States + Google Map

A beginner’s guide to investing basics! We’ll take a look at key concepts like: The difference between stocks and bonds Asset allocation Risk and how it impacts investments What is “the market” and how does it relate to my investments Questions you should be asking your advisor What to expect when someone manages your finances and helps you with a plan Webinar starts: 4:00pm CST/ 5:00pm EST

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Webinar: Women & Wealth: Investing With Confidence | 6/17/21

June 17 @ 4:00 pm - 5:00 pm
Online Event WI United States + Google Map

A beginner’s guide to investing basics! We’ll take a look at key concepts like: The difference between stocks and bonds Asset allocation Risk and how it impacts investments What is “the market” and how does it relate to my investments Questions you should be asking your advisor What to expect when someone manages your finances and helps you with a plan Webinar starts: 4:00pm CST/ 5:00pm EST

Find out more »
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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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