Annex Wealth Management | Women & Wealth | brookfield

Your Prosperity Picture: Giving Vision To Your Goals

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

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

You've worked hard for your career. Now you deserve to play hard - for what could be several decades. Have you ever mapped out your retirement life? In this workshop we cover a five-step system designed to offer you a fresh interactive view of your money and life. Through an entertaining, interactive, and inspirational approach to creating prosperity, we will help you visualize your goals and understand what resources you have to make them happen. Come join us as we storyboard our futures!


Deanne Phillips, CFP®, CDFA®, ABFP℠

Your Prosperity Picture: Giving Vision To Your Goals