Events

How Tax Law Changes from the One Big Beautiful Bill Affect Your Wealth Strategy Last year, Annex hosted a number of educational events on how the One Big Beautiful Bill Act might impact tax law and your planning. Those changes are now in effect. In this impactful 45-minute session, Annex Wealth Management Director of Financial… Read More »

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 … Read More »

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 or 401(k) allocations ·… Read More »

Annex brings together family law attorneys, financial planners, counselors, and real  estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for themselves and their family during  this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting… Read More »

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… Read More »

A fast-paced virtual quiz show pitting your financial knowledge against the Packers and Badgers legend.     

Memory changes can be difficult to think about—but planning ahead can make all the difference. Join a panel of experts, including a senior resource specialist, an Alzheimer’s Association representative, and an experienced attorney, for a practical and hopeful conversation about recognizing early signs of cognitive change and preparing for the future. You’ll learn simple steps… Read More »

Annex  brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for themselves and their family during  this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting… Read More »

If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Join WTMJ's Steve Scaffidi along with Annex Wealth Management's Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA as they discuss how… Read More »

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… Read More »

Aspen Sky Winery & Distillery The Barrel Room 860 Enterprise Ave Slinger WI 53086 *Doors open to guests at 5:30pm Join us for an educational and engaging event complete with dinner and refreshments.