Appleton | Annex Wealth Management

Are Annuities Worth It?

Tuesday, April 29, 2025 · 6:00 p.m. · 1 hour 30 minutes

Bubolz Nature Preserve – Blue Heron Hall

4815 N Lynndale Dr.

Appleton, WI 54913

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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Are Annuities Worth It?

Bubolz Nature Preserve – Blue Heron Hall 4815 N Lynndale Dr. Appleton, WI 54913

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

Eric Strom, CFP®, EA Director of Financial Planning

Bubolz Nature Preserve – Blue Heron Hall

4815 N Lynndale Dr.

Appleton, WI 54913