Inside Annex – Meet Colleen Henderson, Financial Wellness Coach | MoneyDo: Share the importance of early savings. | Poll: How Do You Get Your News? | The new cryptocurrency addiction program | The 30 year old that won’t move out

6/3/18

INSIDE ANNEX: Meet Colleen Henderson, Financial Wellness Coach

About to retire from her previous employer and in need of a plan, Colleen shares her
6-firm search for a financial planning partner.

Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”

This weeks’ “MoneyDo” is:
Share the importance of early saving.

Give a graduate – or anyone with their lifetime still largely in front of them – a longer-lasting gift, possibly with the cash: encourage and inform about the power of saving.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

How Do You Get Your News?

About four-in-ten people get their news online, 57% of people still watch news on TV and only 20% of people read the newspaper. An average of 50% of people ages 18 – 29 get their news online whereas 85% of people ages 65 plus watch their news on TV…

ANNEX EVENTS

WE’LL COVER:

• Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less

• If you rollover or distribute your 401k or IRA incorrectly, it can cost you

• Withdrawing too much too soon can be deadly to a portfolio

LEARN HOW TO:

• Understand your sustainable withdrawal rate

• Recognize important IRA milestones

June 7, 2018 | 6:00 pm – 7:30 pm
Butte des Morts Country Club

Complimentary Event | Reservation Required

BEST OF OUR RADIO PROGRAMS

Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY.