5/20/18
INSIDE ANNEX: Meet Our Team Of Client Service Managers
The Client Service Manager team at Annex Wealth Management is the ultimate go-to when it comes to our clients. Learn more with Stephanie Emons and Shannon Thurner,
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:
Understand & prepare for long term care.
As you prepare to enjoy your future and time in retirement, it’s essential to consider the costs of long term care, and whether you need to consider long term care as a part of your financial plan.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
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
Know The Difference™ Minute: Phones, Spies & Soldiers
Dave Spano explains why the Defense Department is banning Chinese phone sales at US bases.
Do You Need To Be A Gazillionaire To Have An Estate Plan?
The Financial Impact Of Divorce
Ask Annex
There’s a significant difference between
financial advisors. Know The Difference™
Copyright © 2018, All rights reserved.
Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.
Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122
