Join us for an educational and engaging event complete with hors d'oeuvres and refreshments. Discover 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… Read More »

What makes 2026 different – and what it means for your plan. Mid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Dave Spano and Brian Jacobsen will review key data points and adjustments you should… Read More »

An open house at Annex Wealth Management's Whitefish Bay Branch (formerly WFA).  Meet your team and learn how Annex expertise can support you and your plans. Registrations strongly encouraged.

Join us for this educational event where we will enjoy wine and charcuterie! In the rapidly evolving digital landscape, scams are becoming more sophisticated and harder to detect, posing a significant threat in online interactions. This empowerment program is designed to equip you with the knowledge and tools necessary to identify and protect yourself against… Read More »

This presentation provides a practical overview of trusts and estate planning strategies designed to protect assets and beneficiaries. Led by an estate planning attorney and financial planner, the session addresses common misconceptions, the role of trusts in avoiding probate, beneficiary designations, inheritance protection planning, and how integrated financial planning enhances long-term estate outcomes.

How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the… Read More »

The brief government shutdown has delayed the release of job data - but there's still plenty of information calling for insight. Annex Wealth Management's Chief Economic Strategist Brian Jacobsen will review key data points and introduce you to the Annex Wealth Management Asset Almanac.

Your retirement goals matter. Join us for Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you. In about 15-20 minutes, Jobs & the Economic Outlook will discuss: · What the new jobs numbers mean for your investments or 401(k) allocations ·… Read More »

What makes 2026 different – and what it means for your plan. Mid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Director of Equity Research, Jason Cooper, CFA®, and Wealth Advisor, Austin Grandinetti, CFP®, will… Read More »

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.

About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy… Read More »

  A thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money. Join us for Instant Insight: Inflation Trends, a brief, informative webinar where… Read More »