The team from Annex Wealth Management discuss estate planning and when life changes happen, how you should plan your finances.
Learn more about upcoming events with the Annex Wealth Management team,
Women’s Guide to Preparing for the Unexpected – Thursday, April 18 @ 6pm
Bring a friend and join us as we focus on financial awareness and being prepared for what changes life
brings. This workshop focuses on having the resources needed to prepare for and successfully
navigate the many transitions women face.
Saving the Family Cottage – Tuesday, May 14 –@ 6pm
When multiple family members inherit a vacation home together, problems can arise. This workshop
helps avoid squabbles through proper planning and managing everyone’s expectations. Create a
smooth transition from generation to generation. Keep the home OUT of the hands of creditors and
divorce settlements.
