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)
Women & Wealth: Passion Assets & Wine Tasting
Wednesday, April 5
6:00 pm – 8:00 pm CT
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.
Bring along a friend and join us for a vibrant discussion along with a WINE TASTING provided by Waterford Wine & Spirits.
Space is limited for this event, so please notify us if you register and can no longer attend to allow space for others. All attendees must be registered to attend.
Must be 21+ to participate in wine tasting

(IN-PERSON)
Women & Wealth: Women’s Guide To Financial Self Defense
Thursday, April 20
6:00 pm – 8:00 pm CT
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 to make the best, informed decisions for you.

(IN-PERSON)
Women & Wealth: Boost Your Social Security IQ
Thursday, May 18
6:00 pm – 8:00 pm CT
For decades, you may have experienced headlines that seemed to indicate Social Security would not be around for future generations. You may be wondering if you’ll be able to benefit from Social Security, and who is eligible. Navigating the labyrinth of Social Security information can be daunting and complex. This workshop breaks down the basics of qualifying, applying, and different strategies and eligibility under differing circumstances.

(IN-PERSON)
Women & Wealth: Teaching My Family To Give
Thursday, June 15
6:00 pm – 8:00 pm CT
How do our own “money scripts” impact how we deal with our finances? In this workshop we evaluate our own money styles, look at how to allocate our financial resources to meet our goals and pass a legacy on to the next generation. From understanding our basic estate planning document needs to having a family discussion about finances without drama, this workshop will lend insights from Annex’s planning team and attorney staff.

(IN-PERSON)
Annual Annex Wealth Management Summer Patio Party
Thursday, August 17
4:00 pm – 7:00 pm CT
Complimentary Event.
Grab a friend, swing by any time, and have a glass of wine and snack with us while we enjoy the summer weather! Sip wine, smile, savor the friendships and hear more about our group and upcoming activities.
Must be 21+ to enjoy alcoholic beverages.

(IN-PERSON)
Women & Wealth: Are Annuities Worth It?
Thursday, September 21
6:00 pm – 8:00 pm CT
Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls? Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.

(IN-PERSON)
Women & Wealth: Women’s Guide To Preparing For The Unexpected
Thursday, October 19
6:00 pm – 8:00 pm CT
A beginner’s 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.”

(IN-PERSON)
Women & Wealth: 8 Tips For Smarter Charitable Giving
Thursday, November 16
6:00 pm – 8:00 pm CT
There are so many ways to be generous! In this workshop an Annex estate planning attorney and financial planner explore different ways to give. From donor advised funds to qualified charitable donations to trusts; we will introduce current strategies where it’s a win/win: for you and the charity!

(IN-PERSON)
Women & Wealth: Moving In Retirement
Thursday, December 21
6:00 pm – 8:00 pm CT
Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move – and why you should know the difference between residence and domicile.

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.
We’re always looking for ways to improve. To help us, please fill out our feedback form by clicking below: