APPLETON | Are Annuities Worth It? | 4/29/2025

Bubolz Nature Preserve 4815 N Lynndale Dr., Appleton, 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 a […]

WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/2025

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 | An Evening of Passion Assets & Wine Tasting | 5/5/2025

Ruby Tap Mequon 6000 W Mequon Rd, Mequon, WI, United States

Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and […]

BROOKFIELD | Moving in Retirement | 5/6/2025

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

Join us for a lively, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why […]

MEQUON | Navigating the Markets | 5/7/2025

Annex Wealth Management Mequon 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 Director of Equity Research, Jason Cooper, CFA® and Branch Director, Fred Coleman, CFP® as they share with you the perspectives of the Annex Investment Committee.

LAKE COUNTRY | Navigating the Markets | 5/7/2025

Annex Wealth Management Lake Country Office 2301 Sun Valley Dr, Suite 100, Delafield, 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 Research, Matt Morzy, CFP® and Branch Director, Kyle Svetlik as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating The Markets | 5/8/2025

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.