Elm Grove | Client Event

Politics, Planning & Portfolios: An Election Impact Review

Tuesday, November 12, 2024 · 5:30 p.m. ·  2 hour 0 minutes



Elm Grove Woman's Club

13885 Watertown Plank Rd

Elm Grove WI 53122

Doors Open 5:00pm

How will election results affect your financial plan & portfolio? We'll take a look at election candidates, their plans for the economy, and how it impacts you.  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 Review. 


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 Review