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Destination Retirement: Are We There Yet?

February 20, 2019 @ 6:00 pm - 7:30 pm

Annex Wealth Management | Elm Grove Office

Do you know your route – and your obstacles – to retirement?

In this interactive workshop you’ll learn:

  • How a comprehensive financial plan works like your GPS
  • Understanding your balance sheet and resources
  • How smart tax planning can help avoid paying excessive tolls
  • Steps to maximize your mileage through smart investing

You’ll receive:

  • An interactive workbook to help you plan your retirement destination
  • Access to important retirement resources
  • A complimentary personal portfolio review and framework for a financial plan


February 20, 2019
6:00 pm - 7:30 pm
Event Category:


Annex Wealth Management Elm Grove Office
12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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