WEBINAR | Market Outlook: Risks & Opportunities
2024-01-04 13:00 - 14:00 (America/Chicago) | Online Event, WI, United States
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) | Ruby Tap Mequon, 6000 W Mequon Rd, Mequon, WI, 53092, United States
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) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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) | Online Event, WI, United States
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) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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) | The Delafield Hotel, East Ballroom, 415 Genesee St., Delafield, WI, 53018, United States
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) | Frostwood Farms Kitchen, 8225 Greenway Blvd, Suite 100, Middleton, WI, 53562, United States
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) | Online Event, WI, United States
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) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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) | Hilton Appleton Paper Valley Hotel | The Lawrence Room, 333 W College Ave, Appleton, WI, 54911, United States
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) | Naples Grande Beach Resort, 475 Seagate Dr, Naples, FL, 34103, United States
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) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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) | Online Event, WI, United States
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) | Annex Wealth Management Mequon Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States
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.

WEBINAR | Election Year Investment Myths | 3/19/24
2024-03-19 14:00 - 15:00 (America/Chicago) | Online Event, WI, United States
Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, 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.

MEQUON | Election Year Investment Myths | 3/20/24
2024-03-20 18:00 - 19:30 (America/Chicago) | Zarletti, 1515 W Mequon Rd, Mequon, WI, 53092, United States

WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24
2024-03-21 18:00 - 20:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
From our first memories, women have unique perspectives, stories, and aspirations around money. Join us for a restorative Yoga session designed for the body to release tension and deeply relax, paired with a discussion around our holistic vision of financial wellbeing; including the role money has in our lives. We will focus on money beliefs and financial challenges unique to women and take away ideas on how we can address those challenges.
(No prior yoga experience needed.)

WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24
2024-03-26 17:00 - 19:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
WOMEN & WEALTH | CONVERSATION CAFÉ
In celebration of Women’s History Month, join Annex Wealth Management and former member of the Wisconsin State Senate, Leah Vukmir, as we explore “Shattering the Myth of the Glass Ceiling – What are the Real Challenges Facing Women in the Workforce?”
Annex’s Women & Wealth program presents a special conversation for women of all ages on Tuesday, March 26th at our Annex, Brookfield location from 5:00-7:00pm. Bring a friend or two, and join us in the discussion as Leah Vukmir leads in a collaborative dialogue centered around what it takes, and the obstacles we need to face and overcome. We will tap into, channel and bring our ideas to the table and feel empowered as women in the workplace.

BROOKFIELD | Election Year Investment Myths | 3/27/24
2024-03-27 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States

BROOKFIELD | Financial Planning In A Changing Tax World | 4/9/24
2024-04-09 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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 | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/10/24
2024-04-10 14:00 - 15:00 (America/Chicago) | Online Event, WI, United States
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
In our most interactive workshop of the series, we’ll ask questions which help paint a picture of life for the American consumer. From saving to spending, from crypto to cash management, give your answers – and compare your success to our “expert” 6th grader, Lola. What have you learned since graduating elementary school? Here’s your chance to find out as we lay a foundation for our journey through Financial Literacy Month.

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 4/11/24
2024-04-11 16:00 - 17:30 (America/Chicago) | Annex Wealth Management Mequon Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States

WEBINAR | Financial Literacy Series: Cash Connection | 4/17/24
2024-04-17 12:00 - 13:00 (America/Chicago) | Online Event, WI, United States
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!

Could better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection.
During this interactive workshop, we’ll challenge you with a wide range of questions, like “What’s the difference between a tax credit and a tax deduction? Or Which is better, baseline budgeting or zero-based budgets?

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements
2024-04-18 18:00 - 20:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options, as well as end of life pre-planning options.

WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/24
2024-04-23 13:00 - 14:00 (America/Chicago) | Online Event, WI, United States
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
Join us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk, and exhibiting a little bit of patience can also have a positive effect. We’ll review investment basics, both technical and behavioral. Whether you are new to investing, need to phone a friend, or are the expert your friends call in tough situations, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!

BROOKFIELD | Investigating Bonds: Corporate vs. Munis | 4/24/24
2024-04-24 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Bonds often play a part in a balanced portfolio.
As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types of bonds make sense at this time. In this workshop, we’ll discuss the current bond environment, and the role different types of bonds could play in your portfolio.

WEBINAR | Cash On The Sidelines: How To Make It Work | 4/25/24
2024-04-25 13:00 - 14:00 (America/Chicago) | Online Event, WI, United States
Insights on how to manage the cash and fixed income portion of your portfolio.
Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and Deanne Phillips, CFP®, CDFA®, ABFP℠, Director of Client Learning and Development, 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.

WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/24
2024-04-30 12:00 - 13:00 (America/Chicago) | Online Event, WI, United States
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!

While knowing may be half the battle, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month, and how you can turn them into action as you can work toward a more secure financial future.

WEBINAR | Understand Your WRS Pension Potential | 4/30/24
2024-04-30 16:00 - 17:00 (America/Chicago) | Online Event, WI, United States
Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?
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. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and WTMJ’s Steve Scaffidi discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.
