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January 2019

Protecting Your Assets

January 9, 2019 @ 5:00 pm - 8:00 pm
JK Lee Black Belt Academy, 12645 W Lisbon Rd
Brookfield, WI 53005 United States
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Free

At their studio location, a black belt Master from the JK Lee Black Belt Academy will give hands on coaching for women on making a quick judgement as to the best plan of action in a dicey situation, while learning the latest techniques for quickly dispatching an attacker. After we practice, and maybe even break a board, we will discuss strategies and steps we can take now to protect our identity and financial assets in this world of prevalent identity…

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March 2019

Saving the Family Cottage 3/5/19 – Lake Country

March 5, 2019 @ 6:00 pm - 7:30 pm
Annex Wealth Management Lake Country Branch Office, 2301 Sun Valley Drive, Suite 100
Delafield, WI 53018 United States
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Free

When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…

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May 2019

Saving the Family Cottage 5/7/19 – Appleton

May 7, 2019 @ 6:00 pm - 7:30 pm
Annex Wealth Management – Appleton Branch Office, 4321 W. College Avenue, Suite 200
Appleton, WI, 54914
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Free

When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…

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Saving the Family Cottage 5/30/19 – Elm Grove

May 30, 2019 @ 6:00 pm - 7:30 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Free

When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…

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August 2019

Saving the Family Cottage

August 15, 2019 @ 6:00 pm - 7:30 pm
Annex Wealth Management Mequon Branch Office, 1339 W Mequon Road
Mequon, WI 53092 United States
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Free

When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…

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