Women & Wealth

Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun. Do you have a transition plan for your “stuff”? Grandma’s […]

Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun. Do you have a transition plan for your “stuff”? Grandma’s […]

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Annex's Chief Economist, Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA,CBE & Deanne Phillips […]

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Annex's Chief Economist, Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA,CBE & Deanne Phillips […]

A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter,  whether single or married, and discussing resources to be considered in  […]

A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter,  whether single or married, and discussing resources to be considered in  […]

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 […]

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 […]

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. From our first memories, women have unique perspectives, stories, and aspirations around money. […]

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. From our first memories, women have unique perspectives, stories, and aspirations around money. […]

WOMEN & WEALTH | CONVERSATION CAFÉ In celebration of Women’s History Month, join Annex Wealth Management and former member of the Wisconsin State Senate, Leah Vukmir, as we explore “Shattering […]

WOMEN & WEALTH | CONVERSATION CAFÉ In celebration of Women’s History Month, join Annex Wealth Management and former member of the Wisconsin State Senate, Leah Vukmir, as we explore “Shattering […]