Annex Wealth Management

WEBINAR | Navigating The Markets | 1/15/2026
2026-01-15 12:00 - 13:00 (America/Chicago) | WI
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.

Register Now

PFISTER | Navigating the Markets 2026 & Beyond | 1/21/2026
2026-01-21 12:00 - 13:30 | WI
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 consider when updating your financial plan.

Register Now

LAKE COUNTRY | Navigating the Markets 2026 & Beyond | 2/11/2026
2026-02-11 18:00 - 19:00 | Annex Wealth Management – Lake Country Branch Office, 2301 Sun Valley Drive, Suite 100, Delafield, WI, 53018, United States
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 review key data points and adjustments you should consider when updating your financial plan.

WEBINAR | Navigating The Markets | 2/12/2026
2026-02-12 12:00 - 13:00 | 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.

WEBINAR | Navigating The Markets | 3/12/2026
2026-03-12 12:00 - 13:00 | Online Event

WEBINAR | Navigating The Markets | 4/16/2026
2026-04-16 12:00 - 13:00 | Online Event
