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September 2020

(WEB SERIES) PART ONE: What The US Election Means For Investors | 9/29/20 (6:00pm CST/ 7:00pm EST)

September 29 @ 6:00 pm - 6:45 pm
Online Event WI United States

Part one of our exclusive, four-part web series. It seems every national election plays a role in the economy and our vision of the future. What will the 2020 election mean for investors? Annex Wealth Management’s Dave Spano and Derek Felske take a detailed look at what has happened after past presidential elections, and what history says about this November. Starts: 6:00pm CST/ 7:00pm EST

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October 2020

(WEBINAR) The Annuity Enigma | 10/6/20 (3:00pm CST/ 4:00pm EST)

October 6 @ 3:00 pm - 4:30 pm
Online Event WI United States

We’ve all heard mixed messages about annuity products: pros and cons, troubles and truths. But understanding the basics of how they work helps us to get a better understanding if they are the best strategy for us. At this workshop, our Financial Planning division will help decipher the ins and outs of annuities and how they work, along with pitfalls to avoid as we diagnose these enigmatic products. Webinar starts: 3:00pm CST/ 4:00pm EST

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(WEBINAR) Women & Wealth: Investing with Confidence | 10/7/20 (3:30pm CST/ 4:30pm EST)

October 7 @ 3:30 pm - 4:30 pm
Online Event WI United States

A beginner’s guide to investing basics! We’ll take a look at key concepts like: The difference between stocks and bonds Asset allocation Risk and how it impacts investments What is “the market” and how does it relate to my investments Questions you should be asking your advisor What to expect when someone manages your finances and helps you with a plan Webinar starts: 3:30pm CST/ 4:30pm EST

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(WEB SERIES) PART TWO: What The US Election Means For Investors | 10/13/20 (6:00pm CST/ 7:00pm EST)

October 13 @ 6:00 pm - 6:45 pm
Online Event WI United States

Part Two of our exclusive, four-part web series. It seems every national election plays a role in the economy and our vision of the future. What will the 2020 election mean for investors? Annex Wealth Management’s Dave Spano and Derek Felske take a detailed look at what has happened after past presidential elections, and what history says about this November. Starts: 6:00pm CST/ 7:00pm EST

Find out more »

(WEBINAR) Saving The Family Cottage | 10/15/20 (3:00pm CST/ 4:00pm EST)

October 15 @ 3:00 pm - 4:00 pm
Online Event WI 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…

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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