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WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

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

Annex brings together family law attorneys, financial planners, counselors, and real  estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for themselves and their family during  this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]

LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 9/11/24

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

We're bringing Investment Intel to Delafield! 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 […]

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 9/11/24

Annex Wealth Management Mequon 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.

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 9/12/24

Online Event 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.

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

Online Event WI, United States

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

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 […]