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May 2017

Roadmap To Retirement

May 9 @ 6:00 pm - 7:30 pm
The Delafield Hotel, Cushing Room, 415 Genesee St.
Delafield, WI 53018 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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7 Secrets Financial Professionals Don’t Want You to Know

May 16 @ 6:00 pm - 7:30 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves.  Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.

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June 2017

Retirement Roadmap

June 15 @ 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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7 Secrets Financial Professionals Don’t Want You to Know

June 20 @ 6:00 pm - 7:30 pm
Butte des Morts Country Club, 3600 W Prospect Ave
Appleton, WI 54914 United States
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In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves.  Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.

Find out more »
July 2017

Retirement Roadmap

July 12 @ 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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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

Find out more »
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