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Annex Wealth Management Headquarters

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12700 W Bluemound Rd
Elm Grove, WI 53122 United States
annexwealth.com

October 2021

(IN PERSON) Women & Wealth: Financial Self Defense | 10/21/21 (6-7pm)

October 21 @ 6:00 pm - 7:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: Learn how to identify red flags in common financial transactions Have a better understanding of the right questions to ask Discuss what you can do to protect yourself ...all in order to make the best, informed decisions for you!

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November 2021

(IN PERSON) Women & Wealth: Passion Assets | 11/18/21 (6-7pm)

November 18 @ 6:00 pm - 7:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.

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