Annex Wealth Management’s
Women & Wealth Events and Show
Annex Wealth Management’s Women & Wealth is designed to empower women of all ages through practical financial education, inspiring conversations, and supportive community.
Attend in-person events in Wisconsin, Illinois, and Florida – covering divorce planning, investing with confidence, market volatility, health as wealth, estate planning, and more – and tune into The Women & Wealth Show, our weekly program and podcast.
Hosted by experts like Deanne Phillips, Dr. Brian Jacobsen, and guest specialists, the show delivers clear insights on retirement, leadership, money lessons from moms, career transitions, and current market topics every Saturday.
Whether you prefer live workshops or informative podcasts, Women & Wealth aims to give you the knowledge and confidence to take control of your financial future.
Why Women Choose Annex Wealth Management’s
Women & Wealth Events
Why Women Choose Annex Wealth Management’s Women & Wealth
- In-Person Events: Interactive workshops and networking at welcoming venues. Topics include “What Women Need to Know About Divorce,” “Leverage Your Health as Your Greatest Wealth,” “Saving the Family Cottage,” and “Courageous Financial Conversations.”
- Flexible & Accessible: Free events;
- Real Impact: Designed to reduce financial anxiety, celebrate women’s progress, and provide actionable strategies for every life stage.
Annex Wealth Management Presents
The Women & Wealth Show
Airs Saturdays with fresh episodes on timely topics: retirement realities, IPO insights, menopause & money, women’s leadership, estate planning talks, market volatility, and more.
A show that provides expert insight and stays relatable, each episode is led by Annex fiduciary advisors, attorneys, counselors, and inspiring women leaders.
