Holiday-Themed Event | Brookfield | Women & Wealth

Women, Wealth & Investing With Confidence

Thursday, December 18, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management
17950 West Corporate Drive
Brookfield WI, 53045
Third Floor, Café
Doors Open at 5:30pm

Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence" workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing. Through practical advice, real-life examples, and interactive discussions, you'll learn how to build a strong investment portfolio, understand market trends, and make informed financial decisions with confidence. Whether you're a beginner or looking to enhance your investment strategy, this workshop provides a supportive environment to help you achieve your financial goals.

Presenters

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

Jason Cooper, CFA® Director of Equity Research

Women, Wealth & Investing With Confidence