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Annex Wealth Management Headquarters

12700 W Bluemound Rd
Elm Grove, WI 53122 United States
2627866363 annexwealth.com

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February 2018

Retirement Roadmap

February 7 @ 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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Your Prosperity Picture: Giving Voice to Your Goals

February 22 @ 6:00 pm - 8:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Free

You worked hard for your career. Now you deserve to play hard – for what could be several decades. Have you mapped out your retirement life? In this workshop, we cover a 5-step system designed to offer you a fresh, interactive view of your money and life. Through an entertaining, interactive and inspirational approach to creating prosperity, we’ll help you visualize your goals and understand what resources you have to make them happen. Come join us as we “storyboard” our…

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April 2018

Leaving a Legacy – Estate Planning Essentials

April 18 @ 6:00 pm - 8:00 pm
Annex Wealth Management Headquarters, 12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Free

Wills, trusts, powers of attorney; what do we really need to make sure that our assets pass the way that we want them to, and that our wishes are known and kept? We will lay the groundwork for the basic estate documents you should have, discuss titling and uses for trusts, work through some of the jargon, and help us think through what kind of a legacy we want to leave behind.

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