WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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. […]

WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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.  […]

WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]

WOMEN & WEALTH | The Sandwich Generation | 8/15/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]

WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]

WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]