BROOKFIELD | Destination Retirement: Are We There Yet? | 5/14/2026
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 […]
4 events found.
Events
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Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
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WOMEN & WEALTH | When Life Changes How Women Can Prepare Financially for the Unexpected
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesWomen & WealthLife transitions often arrive without warning. Whether it's the loss of a partner, a health crisis, divorce, or a sudden financial responsibility, many women find themselves needing to navigate complex […]
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WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesWomen & WealthWhen multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace […]
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Single In Retirement: Financial Planning Strategies
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesIt's Your MoneyThere are unique financial challenges for those who age alone. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.