Annex Wealth Management

WEBINAR | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | 9/26/24
2024-09-26 11:00 - 12:00 (America/Chicago) | WI
Join us for an in-depth exploration of the presidential candidates’ economic policies and their potential impact on your financial future. Our expert panel breaks down complex campaign promises into practical insights for investors. Tune in to understand how the upcoming election could shape markets, taxes, and your personal financial strategy.

WEBINAR | Navigating the Markets | 1/9/2025
2025-01-09 16:00 - 17:00 (America/Chicago)
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.

LAKE COUNTRY | Navigating the Markets | 1/9/2025
2025-01-09 17:30 - 18:30 (America/Chicago)
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® and Lake County Branch Director, Nik Kibardin, MBA, CFP® as they share with you the perspectives of the Annex Investment Committee.

MEQUON | Navigating the Markets | 2/13/2025
2025-02-13 16:00 - 17:00 (America/Chicago)
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 Mequon Branch Director, Ken Symes as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating the Markets | 2/13/2025
2025-02-13 16:00 - 17:00 (America/Chicago)

APPLETON | Navigating the Markets | 3/12/2025
2025-03-12 16:00 - 17:30 (America/Chicago)
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 Research Analyst, Ken Bellinger, MBA, CFA® and Appleton Branch Director, Jeff Daye, CFP®, CRPS®, RPA as they share with you the perspectives of the Annex Investment Committee.

MEQUON | Navigating the Markets | 3/12/2025
2025-03-12 16:00 - 17:30 (America/Chicago)

WEBINAR | Navigating the Markets | 3/13/2025
2025-03-13 15:15 - 15:45 (America/Chicago)

LAKE COUNTRY | Navigating the Markets |3/13/2025
2025-03-13 17:30 - 19:00 (America/Chicago)
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 Lake Country Branch Director, Nik Kibardin as they share with you the perspectives of the Annex Investment Committee.

NAPLES | Navigating the Markets | 3/19/2025
2025-03-19 15:00 - 16:30 (America/New_York)
Ask the experts! Wondering about the impact of a new president’s second time in office? Tech turmoil? Tariffs? Join Annex Wealth Management for “Navigating the Markets,” an interactive presentation focused on providing fresh insight on today’s markets and economy.
Annex Wealth Management’s Dave Spano, CFP and Chief Investment Strategist, Dr. Todd Voit will field your questions and present our team’s outlook.

MEQUON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30 (America/Chicago)
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.

MADISON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30 (America/Chicago)
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 Equity Research, Jason Cooper, CFA® and Branch Director, Mark Pent as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating the Markets | 4/10/2025
2025-04-10 15:15 - 16:00 (America/Chicago)

PFISTER | Navigating the Markets | 4/10/2025
2025-04-10 16:00 - 17:30 (America/Chicago)

WEBINAR | Navigating The Markets | 5/8/2025
2025-05-08 15:15 - 16:00 (America/Chicago)
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
2025-05-15 18:00 - 20:00 (America/Chicago)
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 … all to make the best, informed decisions.
