Women & Wealth

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life.  A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options,… Read More »

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life.  A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options,… Read More »

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 »

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 »

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.

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.

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 »

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 »

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 »

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 »

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 »

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 »