Annex Wealth Management

PFISTER | Summer Splash: Unveiling Upcoming Events At The Pfister | 7/25/24
2024-07-25 17:00 - 19:00 (America/Chicago) | WI
Come meet our new Branch Director and team at the Pfister Annex Wealth Management office to hear what’s in store for the remainder of 2024 and beyond. This posh, nosh and pour event will tantalize! Join us between 5:00 and 7:00 p.m. on July 25th and bring a friend. You don’t want to miss the unveiling of events and thought commentary on our new Conversation Circles for executive women to be held at our Pfister offices in 2025 – engaging discussions around pressing topics such as imposter syndrome, the glass ceiling and negotiating executive benefits in today’s environment.

The Pfister Hotel
The Rouge Ballroom (Main floor to the right of reception)
424 E Wisconsin Ave
Milwaukee WI, 53202

WEBINAR | Election Impact On 2025: Taxes, Markets and the Economy | 7/23/24
2024-07-23 12:00 - 13:00
In this interactive learning session, Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen join WISN’s Dan O’Donnell to discuss how the results of the 2024 Election could affect you, the taxes you’ll pay, and your investments.

WOMEN & WEALTH | An Evening Garden Tour | 7/18/24
2024-07-18 18:00 - 20:00
Meet other garden enthusiasts in this casual evening, as we tour the Boerner Botanical Gardens in full bloom with a gardening expert and share our own best practices that make our gardens flourish.

WEBINAR | Investment Intel: An In-Depth Briefing On The Markets | 7/11/24
2024-07-11 16:00 - 17:00
Insights on how to manage the cash and fixed income portion of your portfolio.
Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

WEBINAR | Election Year Investment Myths | 7/11/24
2024-07-11 12:00 - 13:00
Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb” as you calibrate your financial plan.

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 7/10/24
2024-07-10 16:00 - 17:00
Annex Wealth Management – Mequon Branch
12200 Corporate Parkway, Suite 800
Mequon WI 53092

Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

WEBINAR | Understand Your WRS Pension Potential | 6/26/24
2024-06-26 11:00 - 12:00
Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and Financial Specialist, Cory Borcherdt, CFP®, CLTC®️ discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.

WOMEN & WEALTH | Making The Most Of Medicare | 6/20/24
2024-06-20 18:00 - 20:00
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
For those ready to start Medicare, specialist Melinda Caughill of i65 and Deanne Phillips decipher the different parts, including what you might not know about advantage plans. Uncover tips & best practices and learn about what you can do to avoid numerous Medicare pitfalls.

WEBINAR | Tax-Smart Planning Strategies | 6/20/24
2024-06-20 14:00 - 15:00
You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think more strategically about your tax picture through your retirement and after you’ve passed. What should you consider as you make your tax plan? Join us for Tax-Smart Planning Strategies, an interactive workshop where members of the Annex team will review various tax planning situations and options you may want to consider. We’ll go through updates in law and take your questions in a fast-moving workshop. If you can’t make it at that time, go ahead and register and we will send a recording.

WEBINAR | Investment Intel: An In-Depth Brief on the Markets | 6/13/24
2024-06-13 16:00 - 17:00
Insights on how to manage the cash and fixed income portion of your portfolio.
Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the economy.

SPANO & MERCURE WEBINAR | 8 Tips for Smarter Charitable Giving | 6/13/24
2024-06-13 10:00 - 11:00
Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable Giving” today! If you can’t make it at that time, just register below and we will send a recording.
In this interactive workshop, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!

PFISTER | Wealth In Color: Exploring Instinctual Investment Patterns | 6/12/24
2024-06-12 18:00 - 19:30
Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can moderate and focusing on biases we may need to adapt.

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 6/12/24
2024-06-12 16:00 - 17:00
Annex Wealth Management – Mequon Branch
12200 Corporate Parkway, Suite 800
Mequon WI 53092

Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the economy.

WOMEN & WEALTH | Conversation Café: Selling Yourself Short? | 6/10/24
2024-06-10 17:00 - 19:00
Whether it’s in the work world or in dealing with family finances, women tend to second guess themselves, doubt their own abilities and even place unreasonable expectations on themselves. From a fear of having our limitations being called out to fears that we are failing in endeavors where we’ve had acclaim, imposter syndrome can at the least stunt our progress and ability to move forward with important decisions. It can even ruin our attempts at that much sought after “life balance.”
Come share drinks and a discussion at our next Conversation Café on the topic of IMPOSTER SYNDROME. Discover the types and the fears behind each and join Attorney Griselda Aldrete and our panel in an open talk about our own journeys, what it has cost us, what it has meant for us and more importantly, what works to get us back on track.

Annex Wealth Management Brookfield
17950 W. Corporate Dr. Brookfield, WI 53045
Third Floor, Annex Cafè.
Doors Open at 4:30pm
Event: 5:00pm-7:00pm

WEBINAR | Investigating Investment Myths | 6/6/24
2024-06-06 13:00 - 14:00
Join us as we investigate “Rules of Thumb” around investing, honing in on actionable guidelines for our own personal situations. Annex’s Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ will debunk common myths such as saving is investing, being in the stock market is gambling, de-risking means to be mostly invested in bonds, and more in this lively webinar.

**If you can’t make it at that time, go ahead and register and we will send a recording.**
