Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why… Read More »

Your most meaningful assets often aren’t the ones listed on a beneficiary form. They’re the items that tell your story — the art you’ve collected, the jewelry you’ve loved, the wine or sports card collection you curated, even the cherished heirlooms tucked into your china cabinet. And yes, even your pets. Yet these “passion assets” are… Read More »

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 · How those numbers might… 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 »

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements,… Read More »

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.

Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today can support aging in place, reduce future costs, and enhance quality of life. Through expert-led discussions and interactive exhibits, you'll gain practical insights into staying… 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 »