Fun locations. Genuine topics. Empowering conversation.
Women & Wealth Events are designed to foster collaboration, community, and growth in specific areas of financial planning.
Bring a friend! But sign up early, as these fill up quickly.
(IN-PERSON)
Women & Wealth: What Women Need To Know About Divorce
Saturday, September 7
8:00 am – 12:00 pm CT
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 considerations
- Care for self and the family
- Dealing with a contentious divorce
Presentations begin at 8:30 am
Join us at our Brookfield location for this informative and educational workshop!
(IN-PERSON)
Election Year Investment Myths
Thursday, September 19
6:00 pm – 8:00 pm CT
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 your investments.
(IN-PERSON)
Conversation Café: Voting Rights or Voting Wrongs
Wednesday, September 25
5:00 pm – 7:00 pm CT
Women voted in the revolutionary America. Yet, it took until the 19th Amendment to make it illegal to deny the right to vote based on a citizen’s sex. And then it took the Voting Rights Act of 1965 to remove policies and practices used to limit voting by African Americans and other targeted groups. A discussion tracing enfranchisement from revolutionary days to the present, join Annex Wealth Management’s Deanne Phillips and Attorney Kathy L. Nusslock while they moderate an engaging discussion on Voting Rights or Voting Wrongs.
(MADISON)
Election Year Investment Myths
Wednesday, October 2
6:00 pm – 8:00 pm CT
Frostwood Farms
8225 Greenway Blvd, Suite 100
Middleton WI 53562
Doors Open at 5:30PM
Watch
One of our core missions is to educate and increase financial awareness. Follow the Women & Wealth playlist on YouTube
Research Shows
American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.
Women are adding to their assets a rate of $5 trillion per year globally.
Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 2020.
Women now control 52% of wealth, which is expected to grow to an estimated two-thirds by 2030.
National Association of Women Business Owners, 2017.
Only about half of women feel confident about managing investments compared to more than two-thirds of men.
Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.
We’re always looking for ways to improve. To help us, please fill out our feedback form by clicking below:
