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November 2016

Frankie Valli & The Four Seasons

November 17, 2016 @ 7:30 pm - 10:00 pm
The Milwaukee Theater, 500 W Kilbourn Avenue
Milwaukee, WI 53203 United States
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More tickets have become available for Frankie Valli at the Milwaukee Theater Thursday, November 17. Register now! Tickets must be picked up tomorrow - Pick up at Annex Wealth Management Elm Grove Office  

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January 2017

A Workout For Better Wealth, Health & Self

January 27 @ 7:45 pm - 9:00 pm
Ilovekickboxing.com Studio, 2405 N 124th St
Brookfield, WI 53005 United States
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Presented by ILKB trainers &  Deanne Phillips, CFP®, CDFA™ Director of Client Learning, Annex Wealth Management After class, join us for a financial & physical fitness workshop as we discuss better nutritional and financial choices. We look at trends in saving, investing and exercise and diet in order take a holistic look at well-being. Let’s get our finances in shape along with our physiques so that only our assets look fat in 2017! No Charge

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Financial Wealth, Health & Well Being for Women

January 31 @ 6:00 pm - 7:30 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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As a major economic force, women seek more than just good financial returns.  Join us for a holistic look at financial well-being.  This workshop focuses on money beliefs, financial challenges unique to women, discussions and planning for common worries such as healthcare costs, and leaving a legacy, including raising financially-fit children.  

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February 2017

Financial Wealth, Health & Well-Being For Women

February 3 @ 11:30 am - 1:00 pm
Regus Board Room, 2nd Floor, 4321 College Avenue
Appleton, WI 54914 United States
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As a major economic force, women seek more than just good financial returns. Come have lunch with us as we take a holistic look at financial well-being. This one-hour workshop focuses on money beliefs, financial challenges unique to women, discussions and planning for common worries such as healthcare costs, and leaving a legacy, including raising financially-fit children. Complimentary 

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Roadmap To Retirement

February 22 @ 6:00 pm - 7:30 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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We’ll Cover: • Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less • If you rollover or distribute your 401k or IRA incorrectly, it can cost you • Withdrawing too much too soon can be deadly to a portfolio LEARN HOW TO: • Understand your sustainable withdrawal rate • Recognize important IRA milestones

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