**This is a reschedule of the event originally scheduled for February 16th** Space is limited for this event, so please notify us if you register and can no longer attend (all guests must be registered)! Must be 21+ Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas […]
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 […]
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: learn how to identify red flags in common financial transactions, have a […]
Don't miss this opportunity to gain insight about SECURE 2.0 from two of the most approachable pros in the business. If you’re responsible for your company's 401(k) plan, you know how hard it is to keep up with changes and updates. In order to offer the best for your employees and remain compliant, you must […]
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. For decades, you may have experienced headlines that seemed to indicate Social Security would not be around for future generations. You may be wondering if you’ll be able to benefit from Social Security, and who is eligible. Navigating […]
**This event is for individuals who are not currently partnered with Annex Wealth Management. If you are a current Annex client, please visit the Client Center to see upcoming client events.** Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Join us as we […]
**This event is for individuals who are not currently partnered with Annex Wealth Management. If you are a current Annex client, please visit the Client Center to see upcoming client events.** Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what […]
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. How do our own “money scripts” impact how we deal with our finances? In this workshop we evaluate our own money styles, look at how to allocate our financial resources to meet our goals and pass a legacy […]
Complimentary Event. Grab a friend, swing by any time, and have a glass of wine and snack with us while we enjoy the summer weather! Sip wine, smile, savor the friendships and hear more about our firm and upcoming activities. Must be 21+ to enjoy alcoholic beverages.
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. 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.
