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 Anthony Mlachnik 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… Read More »

Join us for an educational and engaging event complete with hors d'oeuvres and refreshments. Discover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. This session explores forward-thinking financial planning and tax strategies designed to help you make the most of evolving charitable provisions. We’ll break… Read More »

What makes 2026 different – and what it means for your plan. Mid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Dave Spano and Brian Jacobsen will review key data points and adjustments you should… Read More »

An open house at Annex Wealth Management's Whitefish Bay Branch (formerly WFA).  Meet your team and learn how Annex expertise can support you and your plans. Registrations strongly encouraged. Register Now

Join us for this educational event where we will enjoy wine and charcuterie! In the rapidly evolving digital landscape, scams are becoming more sophisticated and harder to detect, posing a significant threat in online interactions. This empowerment program is designed to equip you with the knowledge and tools necessary to identify and protect yourself against… Read More »

This presentation provides a practical overview of trusts and estate planning strategies designed to protect assets and beneficiaries. Led by an estate planning attorney and financial planner, the session addresses common misconceptions, the role of trusts in avoiding probate, beneficiary designations, inheritance protection planning, and how integrated financial planning enhances long-term estate outcomes.

How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the… Read More »