- This event has passed.
WEBINAR | More Giving, Less Guessing: Addressing Legacy Planning Hesitations & Impacts | 8/7/2026
August 7 @ 2:00 pm - 3:00 pm
The team at Annex Wealth Management has been helping givers like you with questions like yours for decades. We understand the hesitations – and the impacts – you’ll experience as you plan your legacy.
Join Annex Wealth Management’s CEO Dave Spano, CFP; Alec Durand, JD, one of Annex Wealth Management’s in-house Estate Planning attorneys; and WTMJ personality Steve Scaffidi for an entertaining and informative webinar. Feel free to ask questions, listen and learn about how to activate your philanthropic goals.