WEBINAR | Instant Insight: The Fed & the Markets | 4/29/2026
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 […]
10 events found.
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Online Event
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SLINGER | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 4/30/2026
Aspen Sky Winery & Distillery 860 Enterprise Ave, Slinger, WI, United StatesDiscover 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 […]
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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 StatesYour 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 […]
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WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/8/2026
Online EventHow 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 […]
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WEBINAR | Instant Insight: Inflation Trends | 5/12/2026
Online EventA 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 […]
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WEBINAR | Navigating The Markets | 5/14/2026
Online EventAnnex 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 […]
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BROOKFIELD | Destination Retirement: Are We There Yet? | 5/14/2026
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesDo 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 […]
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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 StatesWomen & WealthLife 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 […]
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WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesWomen & WealthWhen multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace […]
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Single In Retirement: Financial Planning Strategies
Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United StatesIt's Your MoneyThere are unique financial challenges for those who age alone. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.