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X-WR-CALDESC:Events for Annex Wealth Management
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240418T180000
DTEND;TZID=America/Chicago:20240418T200000
DTSTAMP:20260404T131132
CREATED:20240131T150952Z
LAST-MODIFIED:20240131T150952Z
UID:1378648-1713463200-1713470400@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nIf 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\, as well as end of life pre-planning options.
URL:https://events.annexwealth.com/event/women-wealth-understanding-elder-care-preplanning-final-arrangements-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Elder-Care-Preplanning.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240326T170000
DTEND;TZID=America/Chicago:20240326T190000
DTSTAMP:20260404T131132
CREATED:20240313T181154Z
LAST-MODIFIED:20240313T181154Z
UID:1378661-1711472400-1711479600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24
DESCRIPTION:WOMEN & WEALTH | CONVERSATION CAFÉ \nIn 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?” \nAnnex’s Women & Wealth program presents a special conversation for women of all ages on Tuesday\, March 26th at our Annex\, Brookfield location from 5:00-7:00pm. Bring a friend or two\, and join us in the discussion as Leah Vukmir leads in a collaborative dialogue centered around what it takes\, and the obstacles we need to face and overcome. We will tap into\, channel and bring our ideas to the table and feel empowered as women in the workplace.
URL:https://events.annexwealth.com/event/women-wealth-shattering-the-myth-of-the-glass-ceiling-3-26-24-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/WW-CC-Glass-Ceiling.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240326T170000
DTEND;TZID=America/Chicago:20240326T190000
DTSTAMP:20260404T131132
CREATED:20240313T181154Z
LAST-MODIFIED:20240313T181154Z
UID:13459-1711472400-1711479600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24
DESCRIPTION:WOMEN & WEALTH | CONVERSATION CAFÉ \nIn 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?” \nAnnex’s Women & Wealth program presents a special conversation for women of all ages on Tuesday\, March 26th at our Annex\, Brookfield location from 5:00-7:00pm. Bring a friend or two\, and join us in the discussion as Leah Vukmir leads in a collaborative dialogue centered around what it takes\, and the obstacles we need to face and overcome. We will tap into\, channel and bring our ideas to the table and feel empowered as women in the workplace.
URL:https://events.annexwealth.com/event/women-wealth-shattering-the-myth-of-the-glass-ceiling-3-26-24/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/WW-CC-Glass-Ceiling.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240321T180000
DTEND;TZID=America/Chicago:20240321T200000
DTSTAMP:20260404T131132
CREATED:20240131T145828Z
LAST-MODIFIED:20240131T145828Z
UID:1378647-1711044000-1711051200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Workout For Better Wealth\, Health\, & Self | 3/21/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nFrom 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 of financial wellbeing; including the role money has in our lives. We will focus on money beliefs and financial challenges unique to women and take away ideas on how we can address those challenges. \n(No prior yoga experience needed.)
URL:https://events.annexwealth.com/event/women-wealth-workout-for-better-wealth-health-self-3-21-24-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Workout-For-Financial-Health.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240321T180000
DTEND;TZID=America/Chicago:20240321T200000
DTSTAMP:20260404T131132
CREATED:20240131T145828Z
LAST-MODIFIED:20240131T145828Z
UID:13154-1711044000-1711051200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Workout For Better Wealth\, Health\, & Self | 3/21/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nFrom 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 of financial wellbeing; including the role money has in our lives. We will focus on money beliefs and financial challenges unique to women and take away ideas on how we can address those challenges. \n(No prior yoga experience needed.)
URL:https://events.annexwealth.com/event/women-wealth-workout-for-better-wealth-health-self-3-21-24/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Workout-For-Financial-Health.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240309T083000
DTEND;TZID=America/Chicago:20240309T120000
DTSTAMP:20260404T131132
CREATED:20240208T152242Z
LAST-MODIFIED:20240208T152242Z
UID:13402-1709973000-1709985600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
DESCRIPTION:Join us at our Brookfield location for this informative and educational workshop. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \nDoors Open at 8:00 a.m. \nAnnex 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. \nTopics Addressed Include: \n\nLegal processes\nChild support and maintenance\nPotential tax consequences\nConsiderations around your house\nAsset splitting considerations\nCare for self and the family\nDealing  with a contentious divorce
URL:https://events.annexwealth.com/event/women-wealth-what-women-need-to-know-about-divorce-3-9-24/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/What-Women-Need-To-Know-About-Divorce.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240309T083000
DTEND;TZID=America/Chicago:20240309T120000
DTSTAMP:20260404T131132
CREATED:20240208T152242Z
LAST-MODIFIED:20240208T152242Z
UID:1378652-1709973000-1709985600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
DESCRIPTION:Join us at our Brookfield location for this informative and educational workshop. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \nDoors Open at 8:00 a.m. \nAnnex 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. \nTopics Addressed Include: \n\nLegal processes\nChild support and maintenance\nPotential tax consequences\nConsiderations around your house\nAsset splitting considerations\nCare for self and the family\nDealing  with a contentious divorce
URL:https://events.annexwealth.com/event/women-wealth-what-women-need-to-know-about-divorce-3-9-24-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/What-Women-Need-To-Know-About-Divorce.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T160000
DTEND;TZID=America/New_York:20240228T180000
DTSTAMP:20260404T131132
CREATED:20240205T140735Z
LAST-MODIFIED:20240205T140735Z
UID:13183-1709136000-1709143200@events.annexwealth.com
SUMMARY:NAPLES | Women's Guide To Preparing For The Unexpected
DESCRIPTION: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.” \nThis event begins at 4:00 p.m. ET
URL:https://events.annexwealth.com/event/naples-womens-guide-to-preparing-for-the-unexpected/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Womens-Guide-To-Preparing-For-The-Unexpected.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T160000
DTEND;TZID=America/New_York:20240228T180000
DTSTAMP:20260404T131132
CREATED:20240205T140735Z
LAST-MODIFIED:20240205T140735Z
UID:1378651-1709136000-1709143200@events.annexwealth.com
SUMMARY:NAPLES | Women's Guide To Preparing For The Unexpected
DESCRIPTION: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.” \nThis event begins at 4:00 p.m. ET
URL:https://events.annexwealth.com/event/naples-womens-guide-to-preparing-for-the-unexpected-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Womens-Guide-To-Preparing-For-The-Unexpected.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240215T180000
DTEND;TZID=America/Chicago:20240215T200000
DTSTAMP:20260404T131132
CREATED:20240125T220028Z
LAST-MODIFIED:20240125T220028Z
UID:1378645-1708020000-1708027200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Stocks\, Bonds & The Economy - Oh My! | 2/15/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nAnnex’s Chief Economist\, Brian Jacobsen PhD\, JD\, CFA®\, CFP®\, CAIA\,CBE & Deanne Phillips CFP®\, CDFA®\, ABFP℠ discuss the ins and outs of different asset and investment classes. Join us as we unravel some financial jargon to better arm you for an empowered conversation with your investment advisor. We will also include questions you should be asking of your advisor\, and what to expect when someone manages your finances and creates your financial plan.
URL:https://events.annexwealth.com/event/brookfield-stocks-bonds-the-economy-oh-my-2-15-24-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Stocks-Bonds-The-Economy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240215T180000
DTEND;TZID=America/Chicago:20240215T200000
DTSTAMP:20260404T131132
CREATED:20240125T220028Z
LAST-MODIFIED:20240125T220028Z
UID:13140-1708020000-1708027200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Stocks\, Bonds & The Economy - Oh My! | 2/15/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nAnnex’s Chief Economist\, Brian Jacobsen PhD\, JD\, CFA®\, CFP®\, CAIA\,CBE & Deanne Phillips CFP®\, CDFA®\, ABFP℠ discuss the ins and outs of different asset and investment classes. Join us as we unravel some financial jargon to better arm you for an empowered conversation with your investment advisor. We will also include questions you should be asking of your advisor\, and what to expect when someone manages your finances and creates your financial plan.
URL:https://events.annexwealth.com/event/brookfield-stocks-bonds-the-economy-oh-my-2-15-24/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Stocks-Bonds-The-Economy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240118T180000
DTEND;TZID=America/Chicago:20240118T200000
DTSTAMP:20260404T131132
CREATED:20231221T220552Z
LAST-MODIFIED:20231221T220552Z
UID:1378638-1705600800-1705608000@events.annexwealth.com
SUMMARY:OFF SITE Women & Wealth | Passion Assets | 1/18/2024
DESCRIPTION:Come and join us off site in Mequon at Ruby Tap\, for wine tasting\, food\, a fantastic topic\, and fun. \nDo you have a transition plan for your “stuff”? Grandma’s favorite pie plate\, your good china\, Christmas ornaments\, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.
URL:https://events.annexwealth.com/event/women-wealth-passion-assets-1-18-2024-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Passion-Assets.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240118T180000
DTEND;TZID=America/Chicago:20240118T200000
DTSTAMP:20260404T131132
CREATED:20231221T220552Z
LAST-MODIFIED:20231221T220552Z
UID:13064-1705600800-1705608000@events.annexwealth.com
SUMMARY:OFF SITE Women & Wealth | Passion Assets | 1/18/2024
DESCRIPTION:Come and join us off site in Mequon at Ruby Tap\, for wine tasting\, food\, a fantastic topic\, and fun. \nDo you have a transition plan for your “stuff”? Grandma’s favorite pie plate\, your good china\, Christmas ornaments\, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.
URL:https://events.annexwealth.com/event/women-wealth-passion-assets-1-18-2024/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Passion-Assets.png
END:VEVENT
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