• WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24

    Women & Wealth

    Join us at our Brookfield location for this informative and educational workshop. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 Doors Open at 8:00 a.m. 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… Read More »

  • WOMEN & WEALTH | The Sandwich Generation | 8/15/24

    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of  their own children (even adult ones) in some capacity.  Join us as we discuss challenges of caretaking  for multiple generations and share our own coping strategies.

  • WOMEN & WEALTH | The Sandwich Generation | 8/15/24

    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of  their own children (even adult ones) in some capacity.  Join us as we discuss challenges of caretaking  for multiple generations and share our own coping strategies.

  • WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    Women & Wealth

    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… Read More »

  • WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    Women & Wealth

    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… Read More »

  • WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. 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… Read More »

  • WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. 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… Read More »

  • WOMEN & WEALTH | 5 Market Volatility Tips *(And 1 Not-So-Secret Weapon) | 6/19/25

    Women & Wealth

    Volatility is part of life. We experience it in our personal lives, facing world events and in the investment markets. There might be a path to less volatility anxiety. In this informative, hour-long interactive presentation, you’ll learn: · Why volatility can be unsettling · Responses to volatility: The good, bad, and ugly · The tool… Read More »

  • WOMEN & WEALTH | Women, Wealth & Investing With Confidence | 12/18/2025

    Women & Wealth

    Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence" workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing. Through practical advice, real-life examples, and interactive discussions, you'll learn how to build a strong investment portfolio,… Read More »

  • WOMEN & WEALTH | Leverage Your Health As Your Greatest Wealth | 3/18/2026

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

    Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today can support aging in place, reduce future costs, and enhance quality of life. Through expert-led discussions and interactive exhibits, you'll gain practical insights into staying… Read More »

  • NAPLES WOMEN & WEALTH | What Women Need to Know About Divorce | 4/9/2026

    The Ritz-Carlton - Beach House Venue 280 Vanderbilt Beach Rd, Naples, FL, United States
    Women & Wealth

    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… Read More »

  • WOMEN & WEALTH | Getting Ahead of Memory Changes: What Families Should Know | 4/16/2026

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

    Memory changes can be difficult to think about—but planning ahead can make all the difference. Join a panel of experts, including a senior resource specialist, an Alzheimer’s Association representative, and an experienced attorney, for a practical and hopeful conversation about recognizing early signs of cognitive change and preparing for the future. You’ll learn simple steps… Read More »