Annex Wealth Management’s
WOMEN & WEALTH
Empowering Conversations & Community for Women of All Ages

Fun locations. Genuine topics. Empowering conversation.

Women & Wealth Events are designed to foster collaboration, community, and growth in specific areas of financial planning.

Bring a friend! But sign up early, as these fill up quickly.

(IN-PERSON)

Workout For Better Wealth, Health, & Self

Thursday, March 21

6:00 pm – 8:00 pm CT

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 of financial wellbeing; including the role money has in our lives. We will focus on money beliefs and financial challenges unique to women and take away ideas on how we can address those challenges.

(No prior yoga experience needed.)

(IN-PERSON)

Shattering the Myth of the Glass Ceiling

Tuesday, March 26

5:00 pm – 7:00 pm CT

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 conversation for women of all ages on Tuesday, March 26th at our Annex, Brookfield location from 5:00-7:00pm. Bring a friend or two, and join us in the discussion as Leah Vukmir leads in a collaborative dialogue centered around what it takes, and the obstacles we need to face and overcome. We will tap into, channel and bring our ideas to the table and feel empowered as women in the workplace.

(IN-PERSON)

Understanding Elder Care & Preplanning Final Arrangements

Thursday, April 18

6:00 pm – 8:00 pm CT

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, as well as end of life pre-planning options.

(IN-PERSON)

The Sandwich Generation

Thursday, May 16

6:00 pm – 8:00 pm CT

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.

Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of their own children (even adult ones) in some capacity. Join us as we discuss challenges of caretaking for multiple generations and share our own coping strategies.

Watch

One of our core missions is to educate and increase financial awareness. Follow the Women & Wealth playlist on YouTube

Research Shows

American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.

Women are adding to their assets a rate of $5 trillion per year globally.

Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 2020.

Women now control 52% of wealth, which is expected to grow to an estimated two-thirds by 2030.

National Association of Women Business Owners, 2017.

Only about half of women feel confident about managing investments compared to more than two-thirds of men.

Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.

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