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May 2022

WEBINAR | Understand Your WRS Pension Potential | 5/18/22 (4:00pm CT/5:00pm ET)

May 18 @ 4:00 pm - 5:00 pm
Online Event WI United States + Google Map

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management's Planning Team Manager, Eric Strom, CFP®️, and Deanne Phillips, CFP®️, Annex Wealth Management's Director of Client Learning and Development, discuss how to look at your statement, and even go through several case studies…

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June 2022

IN-PERSON | Women & Wealth: Estate Planning Essentials | 6/16/22

June 16 @ 6:00 pm - 8:00 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.   About this event In our follow up, Attorney Jill Martin covers what constitutes a legacy and estate planning document basics; with additional information on lifetime and incapacity planning, probate, trust basics, and how to select attorneys. Date and time Thu, June 16, 2022 | 6:00 PM – 8:00 PM CDT

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WEBINAR | The Focus Series: Company Stock | 6/22/22 (1:00 PM CT/2:00 PM ET)

June 22 @ 1:00 pm - 2:00 pm
Online Event WI United States + Google Map
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August 2022

Summer Patio Party | 8/18/2022

August 18 @ 4:00 pm - 7:00 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Complimentary Event Grab a friend, swing by any time, and have a glass of wine or beer and snack with us while we enjoy the summer weather. Sip wine, smile, savor the friendships and hear more about our education programs and upcoming activities.

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