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February 2023

ELM GROVE | Destination: Retirement – Are We There Yet? | 2/9/2023

February 9 @ 6:00 pm - 7:30 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing. You’ll receive important retirement resources to help you…

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WOMEN & WEALTH | Passion Assets & Wine Tasting | 2/16/2023

February 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. Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in…

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ELM GROVE | Investigating Investment Myths | 2/21/2023

February 21 @ 6:00 pm - 7:30 pm
Annex Wealth Management Elm Grove Office, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Join us as we debunk common myths such as investing is saving, being in the stock market is gambling, de-risking means to be mostly invested in bonds, and more in this lively, in-person, interactive workshop.

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March 2023

MADISON | Investigating Investment Myths | 3/7/2023

March 7 @ 6:00 pm - 7:30 pm
Annex Wealth Management Madison Office, 1200 John Q Hammons Drive #Suite 101
Madison, WI 53717 United States
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Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Join us as we debunk common myths such as investing is saving, being in the stock market is gambling, de-risking means to be mostly invested in bonds, and more in this lively, in-person, interactive workshop.

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WOMEN & WEALTH | Financial Planning In A Changing Tax World | 3/16/2023

March 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. How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

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April 2023

WOMEN & WEALTH | Women’s Guide To Financial Self Defense | 4/20/2023

April 20 @ 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. Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: learn how to identify red flags in common financial transactions, have a better understanding of the right questions to ask, discuss what you can do to protect yourself... all to make the best, informed decisions for you.

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May 2023

APPLETON | Destination: Retirement – Are We There Yet? | 5/9/2023

May 9 @ 6:00 pm - 7:30 pm
Annex Wealth Management Appleton Office, 2801 E. Enterprise Drive, Suite 101
Appleton, WI 54913 United States
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Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing. You’ll receive important retirement resources to help you…

Find out more »

WOMEN & WEALTH | Boost Your Social Security IQ | 5/18/2023

May 18 @ 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. For decades, you may have experienced headlines that seemed to indicate Social Security would not be around for future generations.  You may be wondering if you’ll be able to benefit from Social Security, and who is eligible.  Navigating the labyrinth of Social Security information can be daunting and complex. This workshop breaks down the basics of qualifying, applying, and different strategies and eligibility…

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June 2023

MEQUON | Destination: Retirement – Are We There Yet? | 6/6/2023

June 6 @ 6:00 pm - 7:30 pm
Annex Wealth Management Mequon Office, 12200 Corporate Parkway
Mequon, WI 53092 United States
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Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing. You’ll receive important retirement resources to help you…

Find out more »

WOMEN & WEALTH | Teaching My Family To Give | 6/15/2023

June 15 @ 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.  How do our own “money scripts” impact how we deal with our finances?  In this workshop we evaluate our own money styles, look at how to allocate our financial resources to meet our goals and pass a legacy on to the next generation.  From understanding our basic estate planning document needs to having a family discussion about finances without drama, this workshop will…

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