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October 2019

Destination Retirement: Are We There Yet? – 10/9/19 – Lake Country

October 9 @ 6:00 pm - 7:30 pm
Annex Wealth Management Lake Country Office, 2301 Sun Valley Dr, Suite 100
Delafield, WI 53018 United States
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Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn: How a comprehensive financial plan works like your GPS Understanding your balance sheet and resources How smart tax planning can help avoid paying excessive tolls Steps to maximize your mileage through smart investing You’ll receive: An interactive workbook to help you plan your retirement destination Access to important retirement resources A complimentary personal portfolio review and framework for a financial plan

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Destination Retirement: Are We There Yet? – 10/15/19 Appleton

October 15 @ 6:00 pm - 7:30 pm
Annex Wealth Management Appleton Office – Enterprise Drive, 2801 E. Enterprise Dr.
Appleton, WI 54913 United States
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Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn: How a comprehensive financial plan works like your GPS Understanding your balance sheet and resources How smart tax planning can help avoid paying excessive tolls Steps to maximize your mileage through smart investing You’ll receive: An interactive workbook to help you plan your retirement destination Access to important retirement resources A complimentary personal portfolio review and framework for a financial plan

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Navigating The Markets | The Pfister 10/29/19

October 29 @ 6:00 pm - 9:00 pm
The Pfister Hotel, 424 East Wisconsin Avenue
Milwaukee, WI 53202 United States
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Get Our Latest Insights & Tips On The Markets About this Event: 6:00pm-6:30pm Registration 6:30pm-7:30pm Presentation 7:30pm-9:00pm Reception & Closing Featuring: Dave Spano, CFP®, President & CEO Derek Felske, CFA™, CIO Beverages · Light Hors D'oeuvres · Desserts Complimentary Event Limited, complimentary structure parking available Ticket and reservation required · 4 ticket maximum Listen to Annex Wealth Management's Chief Investment Officer discuss his views on the markets in light of the mid-term elections. Discover what philosophies guide Annex Wealth Management's…

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November 2019

Annex’s Women & Wealth Group Presents: Your Prosperity Picture | Elm Grove 11/5/19

November 5 @ 6:00 pm - 9:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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We’ll cover a 5-step system designed to offer you a fresh, interactive view of your money and your life. Through an entertaining, interactive and inspirational approach to creating prosperity, we’ll help you visualize your retirement goals and understand what resources you have to make them happen. We’ll also discuss: • Visual shortcuts for an efficient and effective way to get to your investment motivation • Smart money moves to turn your vision into reality • A simple way to overcome…

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December 2019

Annex’s Women & Wealth Group Presents: Financial Health, Wealth & Well-Being For Women | Elm Grove 12/4/19

December 4 @ 6:00 pm - 9:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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As a major economic force, women seek more than just good financial returns. Join us for a holistic look at financial well-being. We’ll discuss: • Beliefs about money • Financial challenges unique to women • Discussions and planning for common worries such as healthcare costs and leaving a legacy • Advice on raising financially-fit children.

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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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