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 »

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 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 »

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.