WEBINAR | Instant Insight: OBBBA & Roth Conversion | 8/11/2025

Online Event WI, United States

You're working on your financial future with thoughts of proactive tax planning, including the oh-so-popular Roth conversion strategy. And then... OBBBA is signed into law. Well, the Annex team has reviewed all 900 pages of the law – especially, the 400 which are tax provisions. Join us for Instant Insight: OBBBA & Roth Conversions, a […]

WEBINAR | Instant Insight: Inflation Trends | 8/12/2025

Online Event WI, United States

A thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money. Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll […]

BROOKFIELD | What The Big Beautiful Bill Means For Your Taxes & Retirement | 8/12/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, […]

WEBINAR | Instant Insight: OBBBA & Education Planning | 8/14/2025

Online Event WI, United States

The OBBBA’s 900 pages addressed many facets of financial planning, including strategies for caring for your family through a thoughtful educational plan. Join us for Instant Insight: OBBBA & Education Planning, a brief, insightful interactive update where we’ll discuss: What new provisions of the law affect planning for the cost of education? 529 Plan changes […]

WEBINAR | Navigating The Markets | 8/14/2025

Online Event WI, United States

Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: OBBBA & Charitable Giving | 8/19/2025

Online Event WI, United States

The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Join us for Instant Insight: OBBBA & Charitable Giving, a brief, insightful interactive update where we’ll discuss: New Charitable Deduction for Non-Itemizers New Floor on itemized deductions – a must know! Plan giving to […]

MEQUON | What The Big Beautiful Bill Means For Your Taxes & Retirement 8/19/2025

Annex Wealth Management Mequon Branch Office 12200 Corporate Parkway, Mequon, WI, United States

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, […]

WOMEN & WEALTH | Women’s Guide to Preparing for the Unexpected | 8/21/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

A comprehensive guide to planning and preparing for the unexpected!  We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

WEBINAR | Instant Insight: OBBBA & The Senior Deduction | 8/25/2025

Online Event WI, United States

President Trump promised a tax break on Social Security. This temporary deduction is an attempt to address that promise. What does the Senior Deduction mean for your financial plan? Join us for Instant Insight: OBBBA & The Senior Deduction a brief, insightful interactive update where we’ll discuss: How to leverage this meaningful but temporary tax […]

BROOKFIELD | What The One Big Beautiful Bill Means For Your Taxes & Retirement | 8/25/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, and […]