OFF SITE Women & Wealth | Passion Assets | 1/18/2024
Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun. Do you have a transition plan for your “stuff”? Grandma’s… Read More »
12 events found.
Women & Wealth
-
-
-
OFF SITE Women & Wealth | Passion Assets | 1/18/2024
Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun. Do you have a transition plan for your “stuff”? Grandma’s… Read More »
-
-
WOMEN & WEALTH | Stocks, Bonds & The Economy – Oh My! | 2/15/24
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… Read More »
-
WOMEN & WEALTH | Stocks, Bonds & The Economy – Oh My! | 2/15/24
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… Read More »
-
NAPLES | Women’s Guide To Preparing For The Unexpected
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 … Read More »
-
NAPLES | Women’s Guide To Preparing For The Unexpected
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 … Read More »
-
-
WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
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… Read More »
-
WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
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… Read More »
-
WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24
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.… Read More »
-
WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24
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.… Read More »
-
WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24
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… Read More »
-
WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24
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… Read More »
