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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 that tend to pop up during an election year and how to prudently navigate those "rules of thumb" that can drive investor behavior & derail […]

BROOKFIELD | Destination: Retirement. Are We There Yet? | 9/24/24

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

Do  you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful […]

BROOKFIELD | Conversation Café: Voting Rights Or Voting Wrongs | 9/25/24

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

Women voted in the revolutionary America. Yet, it took until the 19th Amendment to make it illegal to deny the right to vote based on a citizen’s sex. And then it took the Voting Rights Act of 1965 to remove policies and practices used to limit voting by African Americans and other targeted groups. A […]

WEBINAR | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | 9/26/24

Online Event WI, United States

Join us for an in-depth exploration of the presidential candidates' economic policies and their potential impact on your financial future. Our expert panel breaks down complex campaign promises into practical insights for investors. Tune in to understand how the upcoming election could shape markets, taxes, and your personal financial strategy.

MADISON WOMEN & WEALTH | Election Year Investment Myths | 10/2/24

Frostwood Farms Kitchen 8225 Greenway Blvd, Suite 100, Middleton, WI, United States

Join Tom Parks & Deanne Phillips as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" that can drive investor behavior & derail your investments. Doors Open at 5:30PM

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 10/9/24

Annex Wealth Management Mequon Branch Office 12200 Corporate Parkway, Mequon, WI, United States

Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 10/9/24

Annex Wealth Management Lake Country Branch Office 2301 Sun Valley Drive, Suite 100, Delafield, WI, United States

Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.