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SUMMARY:MEQUON | Navigating the Markets | 2/13/2025
DESCRIPTION:Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \nJoin Annex Wealth Management’s Chief Investment Officer\, Derek V.W. Felske\, CFA® and Mequon Branch Director\, Ken Symes as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/mequon-navigating-the-markets-2-12-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623.jpg
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DTSTART;TZID=America/Chicago:20250213T160000
DTEND;TZID=America/Chicago:20250213T170000
DTSTAMP:20260419T094703
CREATED:20250122T214506Z
LAST-MODIFIED:20250122T214506Z
UID:1378756-1739462400-1739466000@events.annexwealth.com
SUMMARY:MEQUON | Navigating the Markets | 2/13/2025
DESCRIPTION:Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \nJoin Annex Wealth Management’s Chief Investment Officer\, Derek V.W. Felske\, CFA® and Mequon Branch Director\, Ken Symes as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/mequon-navigating-the-markets-2-12-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
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UID:14186-1739462400-1739466000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating the Markets | 2/13/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-2-13-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623.jpg
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DTSTART;TZID=America/Chicago:20250213T160000
DTEND;TZID=America/Chicago:20250213T170000
DTSTAMP:20260419T094703
CREATED:20250124T161058Z
LAST-MODIFIED:20250124T161058Z
UID:1378757-1739462400-1739466000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating the Markets | 2/13/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-2-13-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
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DTSTART;TZID=America/Chicago:20250213T180000
DTEND;TZID=America/Chicago:20250213T193000
DTSTAMP:20260419T094703
CREATED:20250121T185525Z
LAST-MODIFIED:20250121T185525Z
UID:1378755-1739469600-1739475000@events.annexwealth.com
SUMMARY:APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025
DESCRIPTION:Do you know your route – and your obstacles – to retirement? \nAre 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  timing of cashflows\, better understanding of your balance sheet and resources\, taking steps to maximize smart investing. \nYou’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework  for a financial plan that will help you answer the important questions like: can I retire now\, and will my resources last? This is a great exercise to do some primary complementary work with Annex and see how we partner with our clients to and through retirement.
URL:https://events.annexwealth.com/event/appleton-destination-retirement-are-we-there-yet-2-13-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
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DTSTART;TZID=America/Chicago:20250213T180000
DTEND;TZID=America/Chicago:20250213T193000
DTSTAMP:20260419T094703
CREATED:20250121T185525Z
LAST-MODIFIED:20250121T185525Z
UID:14178-1739469600-1739475000@events.annexwealth.com
SUMMARY:APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025
DESCRIPTION:Do you know your route – and your obstacles – to retirement? \nAre 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  timing of cashflows\, better understanding of your balance sheet and resources\, taking steps to maximize smart investing. \nYou’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework  for a financial plan that will help you answer the important questions like: can I retire now\, and will my resources last? This is a great exercise to do some primary complementary work with Annex and see how we partner with our clients to and through retirement.
URL:https://events.annexwealth.com/event/appleton-destination-retirement-are-we-there-yet-2-13-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
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