Events Search and Views Navigation
May 2022
WEBINAR | Understand Your WRS Pension Potential | 5/18/22 (4:00pm CT/5:00pm ET)
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…
Find out more »June 2022
IN-PERSON | Women & Wealth: Estate Planning Essentials | 6/16/22
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
Find out more »
August 2022
Summer Patio Party | 8/18/2022
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.
Find out more »