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X-WR-CALDESC:Events for Annex Wealth Management
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DTSTART;TZID=America/Chicago:20240409T180000
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CREATED:20240317T213118Z
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SUMMARY:BROOKFIELD | Financial Planning In A Changing Tax World | 4/9/24
DESCRIPTION:How do you meet your goals in a changing tax world? SECURE ACT 1\, SECURE ACT 2\, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated\, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.
URL:https://events.annexwealth.com/event/brookfield-financial-planning-in-a-changing-tax-world-4-9-24/
LOCATION:Annex Wealth Management Headquarters\, 17950 W. Corporate Dr\, Brookfield\, WI\, 53045\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/5/2023/01/Eventbrite_Financial-Planning-In-A-Changing-Tax-World-scaled.jpg
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DTSTART;TZID=America/Chicago:20240410T140000
DTEND;TZID=America/Chicago:20240410T150000
DTSTAMP:20240329T031635
CREATED:20240326T171056Z
LAST-MODIFIED:20240326T184402Z
UID:13495-1712757600-1712761200@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/10/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \nIn our most interactive workshop of the series\, we’ll ask questions which help paint a picture of life for the American consumer. From saving to spending\, from crypto to cash management\, give your answers – and compare your success to our “expert” 6th grader\, Lola. What have you learned since graduating elementary school? Here’s your chance to find out as we lay a foundation for our journey through Financial Literacy Month.
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-are-you-smarter-than-a-6th-grader/
LOCATION:Online Event\, WI\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/5/2024/03/Webinar-1-6th-Grader-4.10.jpg
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DTSTART;TZID=America/Chicago:20240417T120000
DTEND;TZID=America/Chicago:20240417T130000
DTSTAMP:20240329T031635
CREATED:20240326T175646Z
LAST-MODIFIED:20240326T184413Z
UID:13506-1713355200-1713358800@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Cash Connection | 4/17/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \n\nCould better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection. \nDuring this interactive workshop\, we’ll challenge you with a wide range of questions\, like “What’s the difference between a tax credit and a tax deduction? Or Which is better\, baseline budgeting or zero-based budgets?
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-cash-connection-4-17-24/
LOCATION:Online Event\, WI\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/5/2024/03/Webinar-2-Cash-Connection-4.17.jpg
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DTSTART;TZID=America/Chicago:20240418T180000
DTEND;TZID=America/Chicago:20240418T200000
DTSTAMP:20240329T031635
CREATED:20240131T150952Z
LAST-MODIFIED:20240131T151132Z
UID:13161-1713463200-1713470400@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nIf you are already in your retirement years\, or a caregiver to an aging person\, this workshop will provide useful information about the challenges we face later in life. A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations\, elder care funding options\, as well as end of life pre-planning options.
URL:https://events.annexwealth.com/event/women-wealth-understanding-elder-care-preplanning-final-arrangements/
LOCATION:Annex Wealth Management Headquarters\, 17950 W. Corporate Dr\, Brookfield\, WI\, 53045\, United States
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/5/2024/01/WW-Elder-Care-Preplanning.png
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DTSTART;TZID=America/Chicago:20240423T130000
DTEND;TZID=America/Chicago:20240423T140000
DTSTAMP:20240329T031635
CREATED:20240326T175453Z
LAST-MODIFIED:20240326T184438Z
UID:13501-1713877200-1713880800@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \nJoin us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk\, and exhibiting a little bit of patience can also have a positive effect. We’ll review investment basics\, both technical and behavioral. Whether you are new to investing\, need to phone a friend\, or are the expert your friends call in tough situations\, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-who-wants-to-be-a-billionaire-4-23-24/
LOCATION:Online Event\, WI\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/5/2024/03/Webinar-3-Billionaire-4.23.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240430T130000
DTEND;TZID=America/Chicago:20240430T140000
DTSTAMP:20240329T031635
CREATED:20240326T181142Z
LAST-MODIFIED:20240326T184453Z
UID:13508-1714482000-1714485600@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \n\nWhile knowing may be half the battle\, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month\, and how you can turn them into action as you can work toward a more secure financial future.
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-american-money-warrior-4-30-24/
LOCATION:Online Event\, WI\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/5/2024/03/Webinar-4-Money-Warrior-4.30.jpg
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