• NAPLES | Women’s Guide To Preparing For The Unexpected

    Women & Wealth

    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  preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.” This event begins at […]

  • WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24

    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 […]

  • WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24

    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 […]

  • WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24

    Women & Wealth

    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 for a restorative Yoga session designed for the body to release tension and deeply relax, paired with a discussion around our holistic vision […]

  • WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24

    Women & Wealth

    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 for a restorative Yoga session designed for the body to release tension and deeply relax, paired with a discussion around our holistic vision […]

  • WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24

    Women & Wealth

    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 the Myth of the Glass Ceiling – What are the Real Challenges Facing Women in the Workforce?” Annex’s Women & Wealth program presents a special […]

  • WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24

    Women & Wealth

    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 the Myth of the Glass Ceiling – What are the Real Challenges Facing Women in the Workforce?” Annex’s Women & Wealth program presents a special […]

  • WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

    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, […]

  • WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

    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, […]

  • 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 […]

  • 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 […]

  • 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.