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January 2017

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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March 2017

Roadmap To Retirement

March 8 @ 6:00 pm - 7:30 pm
Butte des Morts Country Club, 3600 W Prospect Ave
Appleton, WI 54914 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

March 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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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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