• WOMEN & WEALTH | Giving From The Heart: Where Purpose Meets Tax Planning | 2/19/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    Discover how meaningful giving can reflect your values and create lasting impact. Join a local panel of nonprofit leaders - alongside an in-house attorney - for an engaging discussion on today's philanthropic trends, diverse areas of giving, and the many ways individuals and families can support causes they care about. Learn how charitable choices can… Read More »

  • NAPLES | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | 3/5/2026

    Naples Bay Resort & Marina 1500 5th Avenue South, Naples, FL, United States

    Your most meaningful assets often aren’t the ones listed on a beneficiary form. They’re the items that tell your story — the art you’ve collected, the jewelry you’ve loved, the wine or sports card collection you curated, even the cherished heirlooms tucked into your china cabinet. And yes, even your pets. Yet these “passion assets” are… Read More »