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Navigating The Markets | Lake Country 12/10/19

December 10, 2019 @ 6:00 pm - 8:00 pm

6:00pm-6:30pm Registration

6:30pm-8:00pm Presentation and Q&A


Dave Spano, CFP®, President & CEO

Derek Felske, CFA™, CIO

Beverages · Light Hors D’oeuvres · Desserts

Complimentary Event

Limited, complimentary structure parking available

Ticket and reservation required · 4 ticket maximum

  • Listen to Annex Wealth Management’s Chief Investment Officer discuss his views on the markets in light of the mid-term elections.
  • Discover what philosophies guide Annex Wealth Management’s investment decisions.
  • Learn how others view key investing concepts by participating in live, interactive polling.
  • Discuss the strengths of a Core and Tactical approach in navigating the markets.


December 10, 2019
6:00 pm - 8:00 pm
Event Category:
Click Here to Register »


The Delafield Hotel, Cushing Room
415 Genesee St.
Delafield, WI 53018 United States
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Contact Us

Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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