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December 2019
Navigating The Markets | Lake Country 12/10/19
6:00pm-6:30pm Registration 6:30pm-8:00pm Presentation and Q&A Featuring: Dave Spano, CFP®, President & CEO Derek Felske, CFA™, CIO Beverages · Light Hors D'oeuvres · Desserts Complimentary Event Limited, complimentary structure parking available Ticket and reservation required · 4 ticket maximum Listen to Annex Wealth Management's Chief Investment Officer discuss his views on the markets in light of the mid-term elections. Discover what philosophies guide Annex Wealth Management's investment decisions. Learn how others view key investing concepts by participating in live, interactive…
Find out more »January 2020
Destination Retirement: Are We There Yet? | 1/15/2020 Great Dane Pub
Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn: How a comprehensive financial plan works like your GPS Understanding your balance sheet and resources How smart tax planning can help avoid paying excessive tolls Steps to maximize your mileage through smart investing You’ll receive: An interactive workbook to help you plan your retirement destination Access to important retirement resources A complimentary personal portfolio review and framework for a financial plan
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