• WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    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, […]

  • WOMEN & WEALTH | Women & Wealth in Full Bloom | 7/16/2026

    Boerner Botanical Gardens 9400 Boerner Dr, Hales Corners, WI, United States
    Women & Wealth

    Join us for an evening of connection, appreciation, and natural beauty at Boerner Botanical Gardens. As the gardens reach their peak bloom, we’ll celebrate the wonderful women who make our Women & Wealth community so special. Enjoy a stroll through the gardens, meaningful conversation, and the opportunity to connect with friends old and new in […]

  • WOMEN & WEALTH | Courageous Conversations: The Financial Talks We Keep Postponing | 9/17/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Some of life’s most important conversations are also the hardest to begin.   Join Women & Wealth for an honest and thoughtful discussion about the talks families and couples often avoid — including changing independence, caregiving, money, retirement expectations, inheritance, second marriages, and the wishes we hope our loved ones will understand someday. Together, we’ll […]