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 […]

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 […]

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 | 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 […]

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, […]

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 […]

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.

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 […]

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 […]