Annex Wealth Management offers two free seminars

News Graphic Staff

Dec. 8, 2015

MEQUON ó Annex Wealth Management is planning two seminars that are free and open to the public. Both require advance registration. Details are online at or by calling 262-786-6363.

Here are the seminars:

Baby Boomerís Guide to Social Security and Medicare, 6 p.m. to 7:30 p.m. Wednesday.

The workshop focuses on maximizing your Social Security benefits and takes a look at Medicare options and planning tips.

The presenters are Richard Behrendt, Annex Wealth Managementís director of Estate Planning; and Deanne Phillips, Annex Wealth Managementís director of Client Learning & Development.

A Womanís Guide to Preparing for the Unexpected, 6 p.m. to 7:30 p.m., Jan. 12, 2016.

The workshop focuses on having the resources needed to prepare for and successfully manage the many transitions that women face.

Phillips is the presenter.

Annex Wealth Management is located at 1339 W. Mequon Road.