ay d o T
e r Event t s i g son
R e In-Per
! Presents:
Wednesday, June 8, 2022 2:00-2:30PM - Registration | 2:30-5:00PM - Program | 5:00-6:30PM - Cocktails and hors d’oeuvres Brookfield Conference Center PARTNER MESSAGES:
After years of helping thousands of people create and maintain their financial plans, we at Annex Wealth Management have watched clients discover holistic financial plans are often much more – and sometimes much less – than expected. Some of our clients have found that making the plan is actually a relief, ending up far less demanding and traumatic than feared. Others didn’t realize the complexity of planning that includes market volatility and interaction of family members. It doesn’t always go the way you thought. As you start to consider your retirement, wealth transfer and legacy, set up a meeting with the team here at Annex. Bring your goals, current situation, and vision to the table. We’ll bring extensive financial planning experience and ears trained to listen. Let’s talk soon.
Meissner Tierney Fisher & Nichols S.C. has an exceptional history of providing high-quality legal services for over 170 years. With a sophisticated practice committed to careful and effective legal representation across a broad spectrum of clients, we maintain a reputation for both competence and integrity. The firm represents its clients in a wide variety of matters, ranging from the challenges of a start-up enterprise to the opportunities and pitfalls closely held businesses encounter, and ultimately to the smooth succession to family, employees or other owners. We provide clients with critical advice and judgment to help them make sound business decisions to protect and grow their companies. Thomas J. Nichols 414.273.1300 | tjn@mtfn.com www.mtfn.com Adam J. Tutaj 414.273.1300 | ajt@mtfn.com www.mtfn.com
PARTNERS:
Scott T. Reigle 414.273.1300 | str@mtfn.com www.mtfn.com
National Exchange Bank & Trust invites you to discover “Why NEBAT.” As a locally owned Wisconsin-based bank, NEBAT is deeply rooted in core attributes that give us the ability to meet client expectations through transparency, communication, knowledge and trust. These attributes provide value to our customers as a partner and trusted advisor, building long lasting, mutually beneficial relationships. Our independence is our greatest asset and our customers’ ultimate advantage. With a strong balance sheet, prudent asset management and substantial cash reserves, National Exchange Bank & Trust is positioned meet the lending needs of businesses of all sizes. Our dedication and ongoing investment in our employees, customers and community is the foundation of our company culture. Learn more about a family-owned, independent bank, with big bank abilities at nebat.com. Richard S. Hensley President – Southeast Wisconsin Market rhensley@nebat.com | 262.523.5726
