WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Join us at our Brookfield location for this informative and educational workshop. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 Doors Open at 8:00 a.m. Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for […]

MADISON | Women’s Guide to Preparing for the Unexpected | 6/5/24

Frostwood Farms Kitchen 8225 Greenway Blvd, Suite 100, Middleton, WI, United States

A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in  preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”  

WEBINAR | Investigating Investment Myths | 6/6/24

Online Event WI, United States

Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Annex's Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ will debunk common myths such as investing is saving, being in the stock market is gambling, de-risking means to be mostly invested in bonds, […]

WOMEN & WEALTH | Conversation Café: Selling Yourself Short? | 6/10/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Whether it’s in the work world or in dealing with family finances, women tend to second guess themselves, doubt their own abilities and even place unreasonable expectations on themselves.  From a fear of having our limitations being called out to fears that we are failing in endeavors where we’ve had acclaim, imposter syndrome can at […]

PFISTER | Wealth In Color: Exploring Instinctual Investment Patterns | 6/12/24

Annex Wealth Management Pfister Office 424 E. Wisconsin Ave., Milwaukee, WI, United States

Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can moderate and focusing on biases we may need to adapt.

SPANO & MERCURE WEBINAR | 8 Tips for Smarter Charitable Giving | 6/13/24

Online Event WI, United States

Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable […]

WOMEN & WEALTH | Making The Most Of Medicare | 6/20/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. For those ready to start  Medicare, specialist Melinda Caughill of i65 and Deanne Phillips decipher the different parts, including what you might not know about advantage plans. Uncover tips & best practices and learn about what you can do to avoid numerous Medicare pitfalls.

WEBINAR | Understand Your WRS Pension Potential | 6/26/24

Online Event WI, United States

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 Financial Planning Team Manager, Eric Strom, CFP®️, and […]