WEBINAR | Instant Insight: The Fed & the Markets | 6/17/2026
How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s […]
11 events found.
Events
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Online Event
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WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesWomen & WealthWhen multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace […]
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BROOKFIELD | Single In Retirement: Financial Planning Strategies | 6/24/2026
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesIt's Your MoneyThere are unique financial challenges for those who age alone. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.
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WEBINAR | Instant Insight: Jobs & The Economic Outlook | 7/2/2026
Online EventHow to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s […]
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WEBINAR | Navigating The Markets | 7/9/2026
Online EventAnnex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Brian Jacobsen as he shares […]
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WEBINAR | Instant Insight: Inflation Trends | 7/14/2026
Online EventA thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation […]
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WOMEN & WEALTH | Women & Wealth in Full Bloom | 7/16/2026
Boerner Botanical Gardens 9400 Boerner Dr, Hales Corners, WI, United StatesWomen & WealthJoin us for an evening of connection, appreciation, and natural beauty at Boerner Botanical Gardens. As the gardens reach their peak bloom, we’ll celebrate the wonderful women who make our […]
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WEBINAR | Scams, Frauds & Deepfakes Smart Rules Every Family Needs to Know Now | 7/23/2026
Online EventScams today are more sophisticated, more personal, and more convincing than ever before — especially with the rise of artificial intelligence and deepfake technology. From romance scams and fake investment […]
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BROOKFIELD | Couples in Retirement | 7/23/2026
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesRetirement is one of the biggest transitions a couple will experience — and it’s about far more than money. As careers wind down and routines change, couples often face important […]
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WEBINAR | Instant Insight: The Fed & the Markets | 7/29/2026
Online EventHow to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s […]
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WOMEN & WEALTH | Courageous Conversations: The Financial Talks We Keep Postponing | 9/17/2026
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesWomen & WealthSome of life’s most important conversations are also the hardest to begin. Join Women & Wealth for an honest and thoughtful discussion about the talks families and couples often […]