Annex Wealth Management | Women & Wealth

Leverage Your Health As Your Greatest Wealth

Wednesday, March 18, 2026 · 9:00 a.m. ·  3 hour 0 minutes

Annex Wealth Management - Brookfield 
17950 W Corporate Drive

Brookfield, WI 53045

Location: 1st Floor Event Room (directly past elevators)

Doors Open at 9:00am

Event Concludes at 12:00pm

*Food and drinks provided during event

Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today can support aging in place, reduce future costs, and enhance quality of life. Through expert-led discussions and interactive exhibits, you'll gain practical insights into staying healthy, financially prepared, and sustaining independence - on your terms - for years to come.

All of the Women & Wealth events are complementary. Reservations are required.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠, Managing Director of Client & Community Engagement

April DeValkenaere, SBWCP, CFCI, CCI, CEO Fortress Forensic Investigations

April DeValkenaere is a forensic accountant and CEO of Fortress Forensic Investigations (www.protectyourfortress.com); providing advocacy for vulnerable adults of financial exploitation through forensic accounting services and education. She is a Certified Financial Crimes Investigator (CFCI), State Bar of Wisconsin Certified Paralegal (SBWCP) and, Certified as a Cryptocurrency Investigator (CCI). April has been recognized as a WEAAD Warrior (World Elder Abuse Awareness Day) by the National Center on Elder Abuse (NCEA) for her efforts in teaching law enforcement how to investigate elder financial exploitation crimes. She also teaches the Justice for Fraud Victim’s Project (JFVP) at Marquette University in Milwaukee. With her knowledge as a former banker, law enforcement officer and white collar crime paralegal for a prosecutor’s office, April now consults in private and public sectors.

Leverage Your Health As Your Greatest Wealth