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SUMMARY:WEBINAR | Selling A Business: Where to Start | 1/20/2026
DESCRIPTION:If you’re about to or considering selling your business\, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar\, Annex Wealth Management’s Anthony Mlachnik and Brian Lamborne will discuss many of the key questions you may ask\, including who you should consult with\, what tasks you should prioritize\, and when you’re ready to make your move.  Join Anthony\, Brian and WTMJ’s Steve Scaffidi for this informative webinar! \n\n\nRegister Now
URL:https://events.annexwealth.com/event/webinar-selling-a-business-where-to-start-1-20-2026/
LOCATION:WI
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SUMMARY:NAPLES | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 1/20/2026
DESCRIPTION:Join us for an educational and engaging event complete with hors d’oeuvres and refreshments. \n\nDiscover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. This session explores forward-thinking financial planning and tax strategies designed to help you make the most of evolving charitable provisions. We’ll break down opportunities for both itemizers and non-itemizers\, highlight enhanced deductions\, and review powerful giving tools such as Qualified Charitable Distributions (QCDs) and donor-advised funds (DAFs). Attendees will leave with a clear understanding of how coordinated planning can elevate their giving\, reduce taxes\, and create a more meaningful philanthropic legacy. \n\n*Doors open to guests at 6:00pm EST\n*Presentation begins at 6:30pm EST \n\nRegister Now
URL:https://events.annexwealth.com/event/naples-the-art-of-giving-tax-savvy-strategies-for-greater-impact-1-19-2026/
LOCATION:WI
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