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June 2020

(WEBINAR) How The SECURE Act Changes My Retirement | 6/3/20 (3:00pm CST/ 4:00pm EST)

June 3 @ 3:00 pm - 4:30 pm
Online Event WI United States

On December 20 of last year, the most extensive retirement legislation in nearly 15 years became law. The Setting Every Community Up for Retirement Enhancement Act – also known as the SECURE ACT- caused 30 immediate changes to existing Federal retirement laws, including distributions of IRAs, 401(k)s and profit-sharing plans. If you’re a current retiree, pending retiree, inheriting assets, or strategizing toward retirement – learn how the SECURE Act legislation could affect you. Our interactive workshop addresses the primary financial…

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(WEBINAR) Financial Planning During Market Volatility | 6/9/20 (3:00pm CST/ 4:00pm EST)

June 9 @ 3:00 pm - 4:00 pm
Online Event WI United States

Most smart investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s financial and tax planning team walk through a few critical financial planning decisions you can consider amidst market volatility. Webinar starts: 3:00pm CST/ 4:00pm EST

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(WEBINAR) The Annuity Enigma | 6/18/20 (3:00pm CST/ 4:00pm EST)

June 18 @ 3:00 pm - 4:30 pm
Online Event WI United States

We’ve all heard mixed messages about annuity products: pros and cons, troubles and truths. But understanding the basics of how they work helps us to get a better understanding if they are the best strategy for us. At this workshop, our Financial Planning division will help decipher the ins and outs of annuities and how they work, along with pitfalls to avoid as we diagnose these enigmatic products. Webinar starts: 3:00pm CST/ 4:00pm EST

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(WEBINAR) Financial Planning During Market Volatility | 6/22/20 (3:30pm CST/ 4:30pm EST)

June 22 @ 3:30 pm - 4:30 pm
Online Event WI United States

Most smart investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s financial and tax planning team walk through a few critical financial planning decisions you can consider amidst market volatility. Webinar starts: 3:30pm CST/ 4:30pm EST

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(WEBINAR) COVID-19: How Government Stimulus Impacts You Now | 6/24/20 (3:00pm CST/ 4:00pm EST)

June 24 @ 3:00 pm - 4:30 pm
Online Event WI United States

In response to the Health Crisis, the Federal Government has swiftly passed a massive stimulus bill called the CARES Act. How will the CARES Act impact you and affect your retirement? Annex Wealth Management explains. Webinar starts: 3:00pm CST/ 4:00pm EST

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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