BROOKFIELD | Saving the Family Cottage | 4/3/2025

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

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, […]

WEBINAR | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/9/2025

Online Event WI, United States

April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games. Each week, we’ll bring […]

MEQUON | Navigating the Markets | 4/9/2025

Annex Wealth Management Mequon Branch Office 12200 Corporate Parkway, Mequon, 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 Chief Investment Officer, Derek V.W. Felske, CFA® and Branch Director, Fred Coleman, CFP® as they share with you the perspectives of the Annex Investment Committee.

MADISON | Navigating the Markets | 4/9/2025

Annex Wealth Management Madison Office 1200 John Q Hammons Drive #Suite 101, Madison, 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 Director of Equity Research, Jason Cooper, CFA® and Branch Director, Mark Pent as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Tariffs: How They Could Affect Your Portfolio | 4/10/2025

Online Event WI, United States

Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs, how are they implemented, and what sectors of the economy could benefit if they’re put in place? Join us on April 10th at 11:00 am for this informative webinar. Learn how […]

WEBINAR | Navigating the Markets | 4/10/2025

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.

PFISTER | Navigating the Markets | 4/10/2025

Annex Wealth Management Pfister Branch Office 424 E Wisconsin Ave, Suite 2, Milwaukee, 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 Chief Investment Officer, Derek V.W. Felske, CFA® and Branch Director, Fred Coleman, CFP® as they share with you the perspectives of the Annex Investment Committee.

BROOKFIELD | Are Annuities Worth It? | 4/10/2025

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

Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls? Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership. *This event is for individuals who are not currently partnered with Annex Wealth Management. If you are […]