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October 2022

WEBINAR | Election Year Investment Myths | 10/12/2022

October 12 @ 4:00 pm - 5:00 pm
Online Event WI United States + Google Map

Do you invest your politics? Not so fast. Join Tom Parks, AIF®, CRPS™ and Deanne Phillips, CFP®, CDFA®, ABFPsm as they uncover investing myths around election time and how to prudently navigate those political “rules of thumb” that can drive investor behavior and derail your investments. Webinar starts: 4:00pm CST/ 5:00pm EST

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IN-PERSON | Women & Wealth: Election Year Investment Myths | 10/20/22

October 20 @ 6:00 pm - 8:00 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
+ Google Map

Do you invest your politics? Not so fast. Join Tom Parks, AIF®, CRPS™ and Deanne Phillips, CFP®, CDFA®, ABFPsm as they uncover investing myths around election time and how to prudently navigate those political “rules of thumb” that can drive investor behavior and derail your investments.

Find out more »

November 2022

IN-PERSON | Destination Retirement: Are We There Yet? | 11/9/22

November 9 @ 6:00 pm - 7:00 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
+ Google Map

Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn how a comprehensive financial plan pulls your goals together by: using smart tax planning and thoughtful timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing. You’ll receive an interactive workbook and important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will…

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IN-PERSON | Women & Wealth: What Inflation Means For Your Money | 11/17/22

November 17 @ 6:00 pm - 8:00 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
+ Google Map

It's official, inflation is not transitory. Your plan should consider and understand what inflation is and does. Join Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ as they provide historical perspective, examine the current inflation environment in the context of increasing interest rates, consider the impact of the Inflation Reduction Act, and review tactics you should consider as we face inflationary times.

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