WEBINAR | Instant Insight: Jobs & the Economic Outlook | 6/6/25

Online Event WI, United States

Your retirement goals matter. Join us for Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you. In about 15-20 minutes, Jobs & the Economic Outlook will discuss: ·         What the new jobs numbers mean for your investments […]

BROOKFIELD | Destination Retirement: Are We There Yet? | 6/10/2025

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

Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: using smart tax planning and thoughtful  […]

WEBINAR | Instant Insight: Inflation Trends | 6/11/25

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 […]

MEQUON | Navigating the Markets | 6/11/2025

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 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.

APPLETON | Navigating The Markets | 6/11/2025

Annex Wealth Management Appleton Office 2801 E. Enterprise Drive, Suite 101, Appleton, 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 Research Analyst, Ken Bellinger, MBA, CFA® and Appleton Branch Director, Jeff Daye, CFP®, CRPS®, RPA as they share with you the perspectives of the Annex Investment Committee.

LAKE COUNTRY | Navigating The Markets | 6/11/2025

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 Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Branch Director, Kyle Svetlik as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating The Markets | 6/12/2025

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: The Fed & the Markets | 6/18/25

Online Event WI, United States

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 […]

Women & Wealth | Her Stage Her Story: Women in Leadership and Triumph | 6/18/2025

The Box 311 E Wisconsin Ave, Milwaukee, United States

Join us for Her Stage, Her Story, a powerful evening of inspiration and impact featuring four extraordinary women leaders sharing their personal journeys—from boardrooms to opera stages. Meet the inspiring panelists: Rashi Arora Khosla – Founder & CEO, Mars Solutions Group Lynnea Katz-Petted – Non-profit leader sharing her story of healing and impact Maggey Oplinger – General Director […]

WOMEN & WEALTH | 5 Market Volatility Tips *(And 1 Not-So-Secret Weapon) | 6/19/25

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

Volatility is part of life. We experience it in our personal lives, facing world events and in the investment markets. There might be a path to less volatility anxiety. In this informative, hour-long interactive presentation, you’ll learn: · Why volatility can be unsettling · Responses to volatility: The good, bad, and ugly · The tool […]