WEBINAR | Navigating The Markets | 5/8/2025

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.

WOMEN & WEALTH | Women’s Guide to Financial Self-Defense | 5/15/2025

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

Join us for an informative discussion on financial awareness and challenges that women face when navigating financial products. In this workshop, designed especially for women, we will: learn how to identify red flags in common financial transactions, have a better understanding of the right questions to ask, discuss what you can do to protect yourself […]

LAKE COUNTRY | Navigating The Markets | 6/11/2025

Annex Wealth Management Lake Country Office 2301 Sun Valley Dr, 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 Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Branch Director, Kyle Svetlik as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating The Markets | 6/12/2025

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.

PFISTER | Navigating The Markets | 7/9/2025

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 Chief Investment Officer, Derek V.W. Felske, CFA®, and Branch Director, Fred Coleman, CFP®, as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating The Markets | 7/10/2025

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 | Navigating The Markets | 8/14/2025

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.

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.

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 | 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.