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  • WOMEN & WEALTH | Getting Ahead of Memory Changes: What Families Should Know | 4/16/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Memory changes can be difficult to think about—but planning ahead can make all the difference. Join a panel of experts, including a senior resource specialist, an Alzheimer’s Association representative, and an experienced attorney, for a practical and hopeful conversation about recognizing early signs of cognitive change and preparing for the future. You’ll learn simple steps… Read More »

  • WOMEN & WEALTH | What Women Need to Know About Divorce | 4/18/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Annex  brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for themselves and their family during  this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting… Read More »

  • BROOKFIELD | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | 4/21/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    Your most meaningful assets often aren’t the ones listed on a beneficiary form. They’re the items that tell your story — the art you’ve collected, the jewelry you’ve loved, the wine or sports card collection you curated, even the cherished heirlooms tucked into your china cabinet. And yes, even your pets. Yet these “passion assets” are… Read More »

  • WEBINAR | Understand Your WRS Pension Potential | 4/23/2026

    Online Event

    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. Join WTMJ's Steve Scaffidi along with Annex Wealth Management's Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA as they discuss how… Read More »

  • WEBINAR | Instant Insight: The Fed & the Markets | 4/29/2026

    Online Event

    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 »

  • SLINGER | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 4/30/2026

    Aspen Sky Winery & Distillery 860 Enterprise Ave, Slinger, WI, United States

    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 down opportunities for both itemizers and non-itemizers, highlight enhanced deductions, and review powerful giving… Read More »

  • NASHOTAH | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | 5/6/2026

    Red Circle Inn - Provimi Salon N44W33013 Watertown Plank Rd., Nashotah, WI, United States

    Your most meaningful assets often aren’t the ones listed on a beneficiary form. They’re the items that tell your story — the art you’ve collected, the jewelry you’ve loved, the wine or sports card collection you curated, even the cherished heirlooms tucked into your china cabinet. And yes, even your pets. Yet these “passion assets” are… Read More »

  • WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/8/2026

    Online Event

    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 »

  • WEBINAR | Instant Insight: Inflation Trends | 5/12/2026

    Online Event

    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 we’ll… Read More »

  • WEBINAR | Navigating The Markets | 5/14/2026

    Online Event

    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.

  • BROOKFIELD | Destination Retirement: Are We There Yet? | 5/14/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    OKF Do  you know your route – and your obstacles – to retirement? Are 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… Read More »

  • WOMEN & WEALTH | When Life Changes How Women Can Prepare Financially for the Unexpected

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Life transitions often arrive without warning.  Whether it's the loss of a partner, a health crisis, divorce, or a sudden financial responsibility, many women find themselves needing to navigate complex financial decisions at a time when emotions are already high. This workshop is designed to help women prepare before those moments arrive. Together we'll explore… Read More »