Annex Wealth Management | Lake Country

Annuities Unveiled: Purely Educational Insights for Smart Decisions

Thursday, May 1, 2025 · 6:00 p.m. · 1 hour 30 minutes

The Delafield Hotel

415 Genesee Street

Delafield, WI 53018

East Ballroom

Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?

Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠ Director of Client Learning & Development

Eric Strom, CFP®, EA Director of Financial Planning

Annuities Unveiled: Purely Educational Insights for Smart Decisions

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