PFISTER | Summer Splash: Unveiling Upcoming Events At The Pfister | 7/25/24

The Pfister Hotel 424 East Wisconsin Avenue, Milwaukee, WI, United States

Come meet our new Branch Director and team at the Pfister Annex Wealth Management office to hear what’s in store for the remainder of 2024 and beyond. This posh, nosh and pour event will tantalize! Join us between 5:00 and 7:00 p.m. on July 25th and bring a friend. You don’t want to miss the […]

WEBINAR | Wealth In Color: Exploring Instinctual Investment Patterns | 7/30/24

Online Event 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 […]

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 8/14/24

Annex Wealth Management Mequon Office 12200 Corporate Parkway, Mequon, WI, United States

Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

WEBINAR | Investment Intel: An In-Depth Briefing On The Markets | 8/15/24

Online Event WI, United States

Insights on how to manage the cash and fixed income portion of your portfolio. Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you […]

WOMEN & WEALTH | The Sandwich Generation | 8/15/24

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. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of  their own children (even adult ones) in some capacity.  Join us as we discuss challenges of caretaking  for multiple generations and share our own coping strategies.

WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

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

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 themselves and their family during  this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]

WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

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. Join Tom Parks & Deanne Phillips as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" that can drive investor behavior & derail […]