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SUMMARY:WEBINAR | Alternatives: When Are They The Right Tool For The Right Job? | 8/22/24
DESCRIPTION:Alternative investments encompass a wide range of strategies. Join Annex Wealth Management’s Chief Economist\, Brian Jacobsen\, PhD\, JD\, CFA®\, CFP®\, CAIA\, CBE and Director of Annex Private Client\, Brandon Lehman\, CFP® as we discuss what alternative investments are\, the risks associated with them\, and how they can be used in a portfolio. \nThis webinar is at 10:00 – 11:00 AM CT // 11:00 AM – 12:00 PM ET
URL:https://events.annexwealth.com/event/webinar-alternatives-when-are-they-the-right-tool-for-the-right-job/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/alternatives-webinar.jpg
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UID:1378704-1724320800-1724324400@events.annexwealth.com
SUMMARY:WEBINAR | Alternatives: When Are They The Right Tool For The Right Job? | 8/22/24
DESCRIPTION:Alternative investments encompass a wide range of strategies. Join Annex Wealth Management’s Chief Economist\, Brian Jacobsen\, PhD\, JD\, CFA®\, CFP®\, CAIA\, CBE and Director of Annex Private Client\, Brandon Lehman\, CFP® as we discuss what alternative investments are\, the risks associated with them\, and how they can be used in a portfolio. \nThis webinar is at 10:00 – 11:00 AM CT // 11:00 AM – 12:00 PM ET
URL:https://events.annexwealth.com/event/webinar-alternatives-when-are-they-the-right-tool-for-the-right-job-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/alternatives-webinar.jpg
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DTSTART;TZID=America/Chicago:20240822T120000
DTEND;TZID=America/Chicago:20240822T130000
DTSTAMP:20260419T185717
CREATED:20240729T211104Z
LAST-MODIFIED:20240729T211104Z
UID:13798-1724328000-1724331600@events.annexwealth.com
SUMMARY:WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24
DESCRIPTION:In the second of this two-part series\, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist\, Brain Jacobsen\, PhD\, JD\, CFA®\, CFP®\, CAIA\, CBE and Director of Financial Planning\, Eric Strom\, CFP®\, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense for you. We’ll discuss similar moments in history\, and options you might have to mitigate a potential tax increase. And\, we’ll talk about choices the Federal Government may have to delay or eliminate the increase in 2025.
URL:https://events.annexwealth.com/event/webinar-tax-cuts-scheduled-to-end-in-2025-what-it-means-to-your-plan-8-22-24/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/WTMJ-Webinar_Tax-Cuts-Scheduled-To-End_Your-Plan-small.png
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DTSTART;TZID=America/Chicago:20240822T120000
DTEND;TZID=America/Chicago:20240822T130000
DTSTAMP:20260419T185717
CREATED:20240729T211104Z
LAST-MODIFIED:20240729T211104Z
UID:1378702-1724328000-1724331600@events.annexwealth.com
SUMMARY:WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24
DESCRIPTION:In the second of this two-part series\, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist\, Brain Jacobsen\, PhD\, JD\, CFA®\, CFP®\, CAIA\, CBE and Director of Financial Planning\, Eric Strom\, CFP®\, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense for you. We’ll discuss similar moments in history\, and options you might have to mitigate a potential tax increase. And\, we’ll talk about choices the Federal Government may have to delay or eliminate the increase in 2025.
URL:https://events.annexwealth.com/event/webinar-tax-cuts-scheduled-to-end-in-2025-what-it-means-to-your-plan-8-22-24-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/WTMJ-Webinar_Tax-Cuts-Scheduled-To-End_Your-Plan-small.png
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