Annex Wealth Management

WEBINAR | Market Outlook: Risks & Opportunities
2024-01-04 13:00 - 14:00 (America/Chicago) | WI
2024 is one of those years that could have it all: it’s a Leap Year, an Election Year, and an Olympic Year.
Where are rates and the markets headed? What opportunities lie on the horizon, and what risks should we consider?
Annex Wealth Management’s Dave Spano and WTMJ’s Steve Scaffidi will walk through what to look for and answer your questions in this insightful webinar.
THIS WEBINAR STARTS AT 1 P.M. CT/2 P.M. ET

OFF SITE Women & Wealth | Passion Assets | 1/18/2024
2024-01-18 18:00 - 20:00 (America/Chicago)
Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun.
Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.

BROOKFIELD | Financial Planning In A Changing Tax World | 1/23/24
2024-01-23 18:00 - 19:30 (America/Chicago)
Join us at our new Brookfield location for this in-person event.
Address: 17950 W. Corporate Dr, Brookfield, WI 53045

How do you meet your goals in a changing tax world?
SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

WEBINAR | Cash On The Sidelines: How To Make It Work | 1/24/24
2024-01-24 15:00 - 16:00 (America/Chicago)
Insights on how to manage the cash and fixed income portion of your portfolio.
Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and David Spano, President and CEO of Annex Wealth Management, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment. As always, we’re leaving time for your questions during the presentation.​
THIS WEBINAR BEGINS AT 3 PM CT/4 PM ET

BROOKFIELD | Cash On The Sidelines: How To Make It Work | 1/30/2024
2024-01-30 18:00 - 19:30 (America/Chicago)
Insights on how to manage the cash and fixed income portion of your portfolio.
Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and Tom Parks, Director of Retirement Plan Services, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment. As always, we’re leaving time for your questions during the presentation.
Join us at our new Brookfield location for this in-person event, held in our cafe located on the third floor.

LAKE COUNTRY | Election Year Investment Myths | 2/6/24
2024-02-06 18:00 - 19:30 (America/Chicago)
Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFPsm 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.
*PLEASE NOTE THIS EVENT IS BEING HELD OFFSITE*

MADISON | Election Year Investment Myths | 2/13/2024
2024-02-13 18:00 - 19:30 (America/Chicago)
Join Tom Parks, AIF®, CRPS, Deanne Phillips, CFP®, CDFA®, ABFP℠, and Mark Pent, Branch Director of our Madison office, 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.

WEBINAR | Financial Planning Through 2024 Volatility | 2/14/2024
2024-02-14 12:00 - 13:00 (America/Chicago)
Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.
This webinar begins at 12 P.M. CT/1 P.M. ET

WOMEN & WEALTH | Stocks, Bonds & The Economy - Oh My! | 2/15/24
2024-02-15 18:00 - 20:00 (America/Chicago)
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
Annex’s Chief Economist, Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA,CBE & Deanne Phillips CFP®, CDFA®, ABFP℠ discuss the ins and outs of different asset and investment classes. Join us as we unravel some financial jargon to better arm you for an empowered conversation with your investment advisor. We will also include questions you should be asking of your advisor, and what to expect when someone manages your finances and creates your financial plan.

BROOKFIELD | Destination: Retirement. Are We There Yet?
2024-02-20 18:00 - 19:30 (America/Chicago)
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 thoughtful timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing.
You’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will help you answer the important questions like: can I retire now, and will my resources last? This is a great exercise to do some primary complementary work with Annex and see how we partner with our clients to and through retirement.

APPLETON | Saving The Family Cottage | 2/21/24
2024-02-21 18:00 - 19:30 (America/Chicago)
When multiple family members inherit a vacation home together, many problems can arise.
One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of the hands of creditors and divorce settlements, and making a smooth transition from generation to generation.

NAPLES | Women's Guide To Preparing For The Unexpected
2024-02-28 16:00 - 18:00 (America/New_York)
A comprehensive guide to planning and preparing for the unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”
This event begins at 4:00 p.m. ET

WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
2024-03-09 08:30 - 12:00 (America/Chicago)
Join us at our Brookfield location for this informative and educational workshop.
Address: 17950 W. Corporate Dr, Brookfield, WI 53045
Doors Open at 8:00 a.m.
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 considerations
Care for self and the family
Dealing with a contentious divorce

WEBINAR | Is America's Debt Economic Quicksand? What It Means To Your Financial Plan | 3/12/24
2024-03-12 10:00 - 11:00 (America/Chicago)
Practically everyone has seen the foreboding headlines about debt (both personal and governmental). What does this growing amount of debt mean to the economy and our individual bottom line? In this webinar, moderated by WTMJ’s John Mercure, Annex Wealth Management’s President and CEO Dave Spano will answer hard questions and provide reasoned insight to cast light on your debt concerns.

MEQUON | Investment Intel: A 20 Minute Brief on the Markets & the Economy | 3/14/24
2024-03-14 16:00 - 17:00 (America/Chicago)
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.
