Elm Grove | Client Event

Politics, Planning, & Portfolios: An Election Impact Preview

Wednesday, October 23, 2024 · 5:00 p.m. ·  2 hour 30 minutes



Elm Grove Woman's Club

13885 Watertown Plank Rd

Elm Grove WI 53122

Doors Open 5:00pm

How could the election affect your financial plan & portfolio? We'll go through policy stances of both candidates to help you learn what it means to you and your money.  Bring a friend and join CEO of Annex Wealth Management, Dave Spano alongside Chief Economist, Brian Jacobsen, Deanne Phillips and Tom Parks while they discuss on Politics, Planning & Portfolios: An Election Impact Preview. 


Doors open at 5:00pm

Cocktail Hour: 5:00pm-6:00pm

Presentation and Hors d'Oeuvres 6:00pm-7:00pm

Dessert Stations 7:00-7:30pm

Dave Spano, CFP® CEO Annex Wealth Management

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE

Deanne Phillips, CFP®, CDFA®, ABFP℠

Tom Parks, AIF®, CRPS®

Politics, Planning, & Portfolios: An Election Impact Preview