WEBINAR | Election Year Investment Myths | 3/19/24

Online Event WI, United States

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" as you calibrate your financial plan.

MEQUON | Election Year Investment Myths | 3/20/24

Zarletti 1515 W Mequon Rd, Mequon, WI, United States

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" as you calibrate your financial plan.

WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]

WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

WOMEN & WEALTH | CONVERSATION CAFÉ 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 […]

BROOKFIELD | Election Year Investment Myths | 3/27/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" as you calibrate your financial plan.

BROOKFIELD | Financial Planning In A Changing Tax World | 4/9/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and […]

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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, […]