ó Annex Wealth Management is planning two seminars that
are free and open to the public. Both require advance
registration. Details are online at
www.annexwealth.com or by calling 262-786-6363.
are the seminars:
Baby Boomerís Guide to Social Security and Medicare, 6
p.m. to 7:30 p.m. Wednesday.
workshop focuses on maximizing your Social Security
benefits and takes a look at Medicare options and
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.
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