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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

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September 2017

7 Secrets Financial Professionals Don’t Want You to Know

September 19 @ 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

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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Retirement Roadmap

September 21 @ 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

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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October 2017

Retirement Roadmap

October 4 @ 6:00 pm - 7:30 pm
Butte des Morts Country Club, 3600 W Prospect Ave
Appleton, WI 54914 United States
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Free

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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The Incredible Age Expo

October 17 @ 9:00 am - 5:00 pm
Potawatomi Hotel Expo Center, 1721 W Canal St
Milwaukee, WI 53233 United States
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What is the Incredible Age Expo? It’s the first-ever show that celebrates success. It’s about baby boomers, in late-career or early retirement who’ve spent their lives earning their way … and control 70% of ALL discretionary income in the United States. With families raised and the kids mostly on their own, come shiny new choices.  Upgrading or downsizing. Traveling.  Playing.  Learning. Exploring.  Recreation. Leisure.  Splurging. Trends in wellness to live healthier, longer.  Trends in investing, to live wealthier, longer.  And…

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