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November 2017

Navigating The Markets

November 7 @ 6:30 pm - 8:15 pm
The Pfister Hotel, 424 East Wisconsin Avenue
Milwaukee, WI 53202 US
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Free

· Hear Annex Wealth Management’s Chief Investment Officer discuss his approach to market fluctuations. · Learn what philosophies guide Annex Wealth Management’s investment decisions. · Discuss the strengths of a Core and Tactical approach in navigating the markets. Featuring: Dave Spano, CFP®, President & CEO Derek Felske, CFA™, CIO Beverages · Light Hors D’oeuvres · Desserts Complimentary Event Limited complimentary structure parking available Ticket and Reservation Required · 4 ticket maximum

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December 2017

A Woman’s Guide To Preparing For The Unexpected

December 5 @ 6:00 pm - 8:00 pm
|Recurring Event (See all)

One event on December 5, 2017 at 6:00pm

Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Free

Bring a friend and join us as we focus on financial awareness and being prepared for what changes life brings. Whether single or married, currently going through a transition or looking to the future, this workshop focuses on having the resources needed to prepare for and successfully navigate the many transitions women face. This is our first step in creating our emergency binder for our future.

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February 2018

Your Prosperity Picture: Giving Voice to Your Goals

February 22, 2018 @ 6:00 pm - 8:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Free

You worked hard for your career. Now you deserve to play hard – for what could be several decades. Have you mapped out your retirement life? In this workshop, we cover a 5-step system designed to offer you a fresh, interactive view of your money and life. Through an entertaining, interactive and inspirational approach to creating prosperity, we’ll help you visualize your goals and understand what resources you have to make them happen. Come join us as we “storyboard” our…

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April 2018

Leaving a Legacy – Estate Planning Essentials

April 18, 2018 @ 6:00 pm - 8:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Free

Wills, trusts, powers of attorney; what do we really need to make sure that our assets pass the way that we want them to, and that our wishes are known and kept? We will lay the groundwork for the basic estate documents you should have, discuss titling and uses for trusts, work through some of the jargon, and help us think through what kind of a legacy we want to leave behind.

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July 2018

Planting the Right Seeds: a Garden Tour

July 19, 2018 @ 6:00 pm - 9:00 pm
Boerner Botanical Garden, 9400 Boerner Dr
Hales Corners, WI 53130 United States
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Free

Come to the Boerner Botanical Gardens for this special evening. A master gardener will lead us around the gardens, then we will discuss the estate planning basics of what we need to ensure our own financial garden is well tended to grow.

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