Annex Wealth Management’s
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.


Women’s Guide to Preparing for the Unexpected

Tuesday, May 14

6:00 pm – 8:00 pm CT

Frostwood Farms Kitchen: Suite 100, 3581, 8225 Greenway Blvd, Middleton, WI 53562

A comprehensive guide to planning and preparing for the unexpected!

We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”


What Women Need To Know About Divorce

Saturday, June 1

8:30 am – 12:00 pm CT

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 considerations
  • Care for self and the family
  • Dealing  with a contentious divorce

Doors Open at 8:00 a.m.


Making the Most of Medicare

Thursday, June 20

6:00 pm – 8:00 pm CT

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

For those ready to start Medicare, specialist Melinda Caughill of i65 and Deanne Phillips decipher the  different parts, including what you might not know about advantage plans.  Uncover tips & best practices and learn about what you can do to avoid numerous Medicare pitfalls.


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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