Week In Review
Featured
Help us give back to our local community this December 🎁
Annex is partnering with Waukesha Food Pantry to host a food drive and help support local families! Stop by our Brookfield Headquarters or Lake Country Branch to say hi and to drop off non-perishable items now through December 19th.
Big 8 Items to Donate:
- Peanut butter
- Cereal
- Canned Fruit
- Canned Vegetables
- Whole Grains (pasta, rice)
- Canned Protein (tuna, chicken, salmon)
- Canned Beans (pinto, kidney)
- Baby Items (diapers, wipes, formula)
We hope to get these bins overflowing! Email info@annexwealth.com with any questions.
Watch
A Year-End Guide for High-Net-Worth Charitable Giving
Marilou Davido, CPA, CFP®, CDFA® is here to discuss how you can maximize your charitable giving before 2026.
Events
A Holiday-Themed Women & Wealth | Women, Wealth & Investing With Confidence | December 18 @ 6 PM CT
Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence” workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing.
REGISTER →
Watch
Thinking About Paying Off Your Child’s Student Loans? Things To Consider First
We’re talking about something that hits home for a lot of families — student loans, and what happens when parents want to step in to help. There are financial, emotional, and even tax implications to think through. Deanne Phillips, CFP®, CDFA®, ABFPsm is here to talk about some of the smart ways families can approach this.
Events
Medicare Basics | Annex University Webinar
While preparing for the holidays might be taking up most of our thoughts and time, it’s not too early to register for our first client webinar of 2026! Join us Wednesday, January 7th for Medicare Basics.
REGISTER →
