The Women & Wealth Show from Annex Wealth Management

This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make-A-Wish Wisconsin joins the conversation to reflect on the powerful emotional impact of giving. We also welcome back Colleen Valkoun Vice President of Sales at iHeartMedia who shares meaningful ways to feel fulfilled while supporting nonprofits in your community.

What is The Women & Wealth Show from Annex Wealth Management?

We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.