Chat with us, powered by LiveChat

Loading Events

« All Events

(WEBINAR) Pandemic-Proofing Your Retirement Plan | 10/20/20 (3:00pm CST/ 4:00pm EST)

October 20 @ 3:00 pm - 4:30 pm

We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOURS is being impacted?
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 how they work with your financial plan
  • How smart tax planning in stressful times can keep your tax bill smaller
  • Why simple guides to budgeting and balance sheets can help imperfect situations
  • Steps to optimize your pandemic financial plan through smart investing
  • How to increase awareness on which steps to take under the newest retirement laws

Plus, you’ll receive access to important retirement resources and a complimentary personal portfolio review and framework for a financial plan!

Webinar starts: 3:00pm CST/ 4:00pm EST

Details

Date:
October 20
Time:
3:00 pm - 4:30 pm
Event Category:
Website:
Register »

Venue

Online Event
WI United States

Sign Up For the Axiom

7 Weekly Wealth
Management Insights

Sign Up For the Axiom

7 Weekly Wealth
Management Insights

Contact Us

Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

Search
Generic filters
Exact matches only

This site has been published for residents of: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NH, NV, NY, NC, OH, SC, SD, TN, TX, UT, VA, WA & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.