WEBINAR | Tax-Smart Planning Strategies | 6/20/24

Online Event WI, United States

You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think […]

WOMEN & WEALTH | Making The Most Of Medicare | 6/20/24

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. For those ready to start  Medicare, specialist Melinda Caughill of i65 and Deanne Phillips decipher the different parts, including what you might not know about advantage plans. Uncover tips […]

WEBINAR | Understand Your WRS Pension Potential | 6/26/24

Online Event WI, United States

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you […]

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 7/10/24

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

Annex Wealth Management - Mequon Branch 12200 Corporate Parkway, Suite 800 Mequon WI 53092   Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. […]

WEBINAR | Election Year Investment Myths | 7/11/24

Online Event WI, United States

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to […]

WOMEN & WEALTH | An Evening Garden Tour | 7/18/24

Boerner Botanical Gardens, Nell's Café 9400 Boerner Dr., Hales Corners, WI, United States

Meet other garden enthusiasts in this casual evening, as we tour the Boerner Botanical Gardens in full bloom with a gardening expert and share our own best practices that make our gardens […]