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May 2020

(WEBINAR) Women’s Guide to Financial Self-Defense | 5/13/20 (9:00am CST/ 10:00am EST)

May 13 @ 9:00 am - 10:30 am
Online Event WI United States

Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: Learn how to identify red flags in common financial transactions Have a better understanding of the right questions to ask Discuss what you can do to protect yourself ...all in order to make the best, informed decisions for you! Webinar starts: 9:00am CST/ 10:00am EST

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(WEBINAR) The Upside Of A Down Market | 5/18/20 (3:30pm CST/ 4:30pm EST)

May 18 @ 3:30 pm - 4:30 pm
Online Event WI United States

Most smart investors understand the value of market peaks AND market valleys. In this informative session, members of Annex Wealth Management's planning team walk through a few critical decisions you can consider amidst market volatility. Webinar starts: 3:30pm CST/ 4:30pm EST

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(WEBINAR) The Annuity Enigma | 5/19/20 (3:00pm CST/ 4:00pm EST)

May 19 @ 3:00 pm - 4:30 pm
Online Event WI United States

We’ve all heard mixed messages about annuity products: pros and cons, troubles and truths. But understanding the basics of how they work helps us to get a better understanding if they are the best strategy for us. At this workshop, our Financial Planning division will help decipher the ins and outs of annuities and how they work, along with pitfalls to avoid as we diagnose these enigmatic products. Webinar starts: 3:00pm CST/ 4:00pm EST

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(WEBINAR) Women’s Guide to Financial Self-Defense | 5/21/20 (3:00pm CST/ 4:00pm EST)

May 21 @ 3:00 pm - 4:30 pm
Online Event WI United States

Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: Learn how to identify red flags in common financial transactions Have a better understanding of the right questions to ask Discuss what you can do to protect yourself ...all in order to make the best, informed decisions for you! Webinar starts: 3:00pm CST/ 4:00pm EST

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(WEBINAR) Women & Wealth: Investing with Confidence | 5/27/20 (3:00pm CST/ 4:00pm EST)

May 27 @ 3:00 pm - 4:30 pm
Online Event WI United States

A beginner’s guide to investing basics! We’ll take a look at key concepts like: The difference between stocks and bonds Asset allocation Risk and how it impacts investments What is “the market” and how does it relate to my investments Questions you should be asking your advisor What to expect when someone manages your finances and helps you with a plan Webinar starts: 3:00pm CST/ 4:00pm EST

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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