BROOKFIELD | Single in Retirement: Financial Planning Strategies | 1/28/2025

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

About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy […]

WEBINAR | Selling A Business: Where To Start | 1/29/2025

Online Event WI, United States

If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar, Annex Wealth Management’s Brandon Lehman and Brian Lamborne will discuss many of the key questions you may ask, including who you should consult with, what tasks you should prioritize, and when you’re […]

MEQUON | Financial Planning in A Changing Tax World | 2/5/2025

Zarletti | Upper Level 1515 W Mequon Rd., Mequon, WI, United States

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and […]

WOMEN & WEALTH | What Women Need to Know About Divorce | 2/8/2025

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

Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]

BROOKFIELD | Financial Planning in A Changing Tax World | 2/10/2025

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

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and […]

MADISON WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 2/11/2025

Frostwood Farms Kitchen 8225 Greenway Blvd, Suite 100, Middleton, WI, United States

About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy […]

WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025

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

Worried that the wealth you'll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years, Mark Shiller has walked alongside many […]