MEQUON | Navigating The Markets | 9/10/2025

Annex Wealth Management Mequon Branch Office 12200 Corporate Parkway, Mequon, WI, United States

Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Chief Investment Officer, Derek V.W. Felske, CFA® as he shares with you the perspectives of the Annex Investment Committee.

PFISTER | Navigating The Markets | 9/10/2025

Annex Wealth Management Pfister Branch Office 424 E Wisconsin Ave, Suite 2, Milwaukee, WI, United States

Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Director of Equity Research, Jason Cooper, CFA®, as he shares with you the perspectives of the Annex Investment Committee.

LAKE COUNTRY | Navigating The Markets | 9/10/2025

Annex Wealth Management Lake Country Branch Office 2301 Sun Valley Drive, Suite 100, Delafield, WI, United States

Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Director of Research, Matt Morzy, CFP®, as he shares with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: Inflation Trends | 9/11/2025

Online Event WI, United States

A thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money. Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll […]

WEBINAR | Navigating The Markets | 9/11/2025

Online Event WI, United States

Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: The Fed & the Markets | 9/17/2025

Online Event WI, United States

How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the […]

WOMEN & WEALTH | Your Prosperity Picture: Giving Vision To Your Goals | 9/18/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

You've worked hard for your career. Now you deserve to play hard - for what could be several decades. Have you ever mapped out your retirement life? In this workshop we cover a five-step system designed to offer you a fresh interactive view of your money and life. Through an entertaining, interactive, and inspirational approach […]

BROOKFIELD | Destination: Retirement. Are We There Yet? | 9/24/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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  […]

BROOKFIELD | Single in Retirement: Financial Planning Strategies | 9/29/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy […]

WOMEN & WEALTH | What Women Need to Know About Divorce | 10/4/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]