UW, Annex Wealth team up for financial literacy

The University of Wisconsin–Madison and Wisconsin Athletics have entered into a multiyear agreement with Annex Wealth Management to provide the university with campus-wide financial literacy education.

Under the agreement, which follows Annex’s expansion into the Madison market, financial literacy workshops will be developed to provide financial insight for the entire campus community and especially to help students prepare for life after college. Tricia Nolan, assistant vice chancellor for university relations, cites research showing that college students lack information about financial literacy and investing.

Annex Wealth Management, which is headquartered in the Milwaukee suburb of Elm Grove and now has five branch offices throughout Wisconsin, will have a presence at multiple campus sites, including various athletic events.