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WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24

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. From our first memories, women have unique perspectives, stories, and aspirations around money. Join us for a restorative Yoga session designed for the body to release tension and deeply relax, paired with a discussion around our holistic vision […]

WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24

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

WOMEN & WEALTH | CONVERSATION CAFÉ In celebration of Women’s History Month, join Annex Wealth Management and former member of the Wisconsin State Senate, Leah Vukmir, as we explore “Shattering the Myth of the Glass Ceiling – What are the Real Challenges Facing Women in the Workforce?” Annex’s Women & Wealth program presents a special […]

BROOKFIELD | Election Year Investment Myths | 3/27/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, 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 prudently navigate those "rules of thumb" as you calibrate your financial plan.

BROOKFIELD | Financial Planning In A Changing Tax World | 4/9/24

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

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and […]

WEBINAR | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/10/24

Online Event WI, United States

April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games. Each week, we’ll bring […]

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 4/11/24

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 economy.

WEBINAR | Financial Literacy Series: Cash Connection | 4/17/24

Online Event WI, United States

April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games. Each week, we’ll bring […]

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

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. If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life.  A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options, […]

WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/24

Online Event WI, United States

April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games. Each week, we’ll bring […]

BROOKFIELD | Investigating Bonds: Corporate vs. Munis | 4/24/24

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

Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types of bonds make sense at this time. In this workshop, we’ll discuss the current bond environment, and the role different types of bonds could play […]