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August 2020

(WEBINAR) Pandemic-Proofing Your Retirement Plan | 8/24/20 (3:00pm CST/ 4:00pm EST)

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

So far in 2020, we’re weathering a global pandemic, highest unemployment levels since the Great Depression, a sudden plunge into bear territory, a rebound with the market’s best quarter in over 20 years… and we’ve still got months to go! Alongside those huge events, we’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOUR PLAN is affected? Join us for this interactive workshop, where you’ll learn: Recognizing important financial milestones and…

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(WEBINAR) How The SECURE Act Changes My Retirement | 8/25/20 (3:00pm CST/ 4:00pm EST)

August 25 @ 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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September 2020

(WEBINAR) The Annuity Enigma | 9/9/20 (3:00pm CST/ 4:00pm EST)

September 9 @ 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) Pandemic-Proofing Your Retirement Plan | 9/29/20 (4:00pm CST/ 5:00pm EST)

September 29 @ 4:00 pm - 5:30 pm
Online Event WI United States

So far in 2020, we’re weathering a global pandemic, highest unemployment levels since the Great Depression, a sudden plunge into bear territory, a rebound with the market’s best quarter in over 20 years… and we’ve still got months to go! Alongside those huge events, we’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOUR PLAN is affected? Join us for this interactive workshop, where you’ll learn: Recognizing important financial milestones and…

Find out more »

October 2020

(WEBINAR) The Annuity Enigma | 10/6/20 (3:00pm CST/ 4:00pm EST)

October 6 @ 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

Find out more »

(WEBINAR) Women & Wealth: Investing with Confidence | 10/7/20 (3:30pm CST/ 4:30pm EST)

October 7 @ 3:30 pm - 4:30 pm
Online Event WI United States

A beginner’s guide to investing basics! We’ll take a look at key concepts like: The difference between stocks and bonds Asset allocation Risk and how it impacts investments What is “the market” and how does it relate to my investments Questions you should be asking your advisor What to expect when someone manages your finances and helps you with a plan Webinar starts: 3:30pm CST/ 4:30pm EST

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(WEBINAR) Saving The Family Cottage | 10/15/20 (3:00pm CST/ 4:00pm EST)

October 15 @ 3:00 pm - 4:00 pm
Online Event WI United States

When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…

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November 2020

(WEBINAR) Win/Win Charitable Giving | 11/12/20 (3:00pm CST/ 4:00pm EST)

November 12 @ 3:00 pm - 3:45 pm
Online Event WI United States

Charitable giving is an important component of the economy and has more societal benefits than we can count, but it also has some added tax benefits. To maximize those tax benefits, it’s important to understand a variety of charitable giving techniques to determine what fits best into your personal financial and tax plan. In this workshop, we’ll cover the following gifting strategies: Ways to give: time, cash, and non-cash goods Charitable donations from your IRA, also known as “QCDs” Donor…

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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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