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Annex Wealth Management Headquarters

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12700 W Bluemound Rd
Elm Grove, WI 53122 United States
annexwealth.com

May 2019

Saving the Family Cottage 5/30/19 – Elm Grove

May 30, 2019 @ 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

When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…

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August 2019

Saving the Family Cottage

August 20, 2019 @ 6:00 pm - 7:30 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
+ Google Map
Free

When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…

Find out more »
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