Women & Wealth

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 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 […]

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 […]