Annex Wealth Management

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements
2024-04-18 18:00 - 20:00 (America/Chicago)
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, as well as end of life pre-planning options.

WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24
2024-06-01 08:30 - 12:00
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 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 considerations
Care for self and the family
Dealing with a contentious divorce

WOMEN & WEALTH | The Sandwich Generation | 8/15/24
2024-08-15 18:00 - 20:00
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
2024-09-07 08:00 - 12:00
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 considerations
Care for self and the family
Dealing with a contentious divorce

Presentations begin at 8:30 am
Join us at our Brookfield location for this informative and educational workshop!

WOMEN & WEALTH | Election Year Investment Myths | 9/19/24
2024-09-19 18:00 - 20:00
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 your investments.

WOMEN & WEALTH | 5 Market Volatility Tips *(And 1 Not-So-Secret Weapon) | 6/19/25
2025-06-19 18:00 - 20:00
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 that just might provide clarity – and more security – when facing volatility

WOMEN & WEALTH | Women, Wealth & Investing With Confidence | 12/18/2025
2025-12-18 18:00 - 20:00
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, understand market trends, and make informed financial decisions with confidence. Whether you’re a beginner or looking to enhance your investment strategy, this workshop provides a supportive environment to help you achieve your financial goals.
