Mequon | Annex Wealth Management

Navigating the Markets

Wednesday, April 9, 2025 · 4:00 p.m. · 1 hour 30 minutes

Annex Wealth Management - Mequon Branch

12200 Corporate Parkway, Suite 800

Mequon WI, 53092

Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Chief Investment Officer, Derek V.W. Felske, CFA® and Branch Director, Fred Coleman, CFP® as they share with you the perspectives of the Annex Investment Committee.

Presenters

Derek V.W. Felske, CFA®, Chief Investment Officer

Fred Coleman, CFP®, Branch Director, Mequon Branch

Navigating the Markets

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