Penetrating analysis from the Annex Wealth Management Investment Committee on the latest inflation numbers. What the numbers were and what they may mean to you.

Join us for an informative discussion on financial awareness and challenges that 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 […]

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, […]

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 Director of Financial Planning, Eric Strom, CFP®, EA […]

Join us for Her Stage, Her Story, a powerful evening of inspiration and impact featuring four extraordinary women leaders sharing their personal journeys—from boardrooms to opera stages. Meet the inspiring panelists: Rashi Arora Khosla – Founder & CEO, Mars Solutions Group Lynnea Katz-Petted – Non-profit leader sharing her story of healing and impact Maggey Oplinger – General Director […]