Brookfield | Annex Wealth Management

Are Annuities Worth It?

Thursday, April 10, 2025 · 6:00 p.m. · 1 hour 30 minutes

Annex Wealth Management - Brookfield

17950 W Corporate Drive

Brookfield WI, 53045

Third Floor, Café

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.

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

Eric Strom, CFP®, EA Director of Financial Planning

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Are Annuities Worth It?

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