• WEBINAR | Financial Planning Through 2024 Volatility | 9/18/24

    Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.

  • WEBINAR | Financial Planning Through 2024 Volatility | 9/18/24

    Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.

  • WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    Women & Wealth

    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… Read More »

  • WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    Women & Wealth

    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… Read More »

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

    Women & Wealth

    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… Read More »

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

    Women & Wealth

    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… Read More »

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

    Women & Wealth

    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… Read More »

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

    Women & Wealth

    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… Read More »

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

    Women & Wealth

    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.

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

    Women & Wealth

    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.