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October 2020

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

October 15, 2020 @ 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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(WEBINAR) Pandemic-Proofing Your Retirement Plan | 10/20/20 (3:00pm CST/ 4:00pm EST)

October 20, 2020 @ 3:00 pm - 4:30 pm
Online Event WI United States

We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOURS is being impacted? So far in 2020, we’re weathering a global pandemic, highest unemployment levels since the Great Depression, a sudden plunge into bear territory, a rebound with the market’s best quarter in over 20 years… and we’ve still got months to go! Alongside those huge events, we’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement.…

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(WEB SERIES) PART THREE: What The US Election Means For Investors | 10/27/20 (4:00pm CST/ 5:00pm EST)

October 27, 2020 @ 4:00 pm - 4:45 pm
Online Event WI United States

Part Three 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: 4:00pm CST/ 5:00pm EST

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November 2020

(WEB SERIES) PART 4: What The US Election Means For Investors | 11/10/20 (6:00pm CST/ 7:00pm EST)

November 10, 2020 @ 6:00 pm - 6:45 pm
Online Event WI United States

Part Four 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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(WEBINAR) Win/Win Charitable Giving | 11/12/20 (3:00pm CST/ 4:00pm EST)

November 12, 2020 @ 3:00 pm - 3:45 pm
Online Event WI United States

Charitable giving is an important component of the economy and has more societal benefits than we can count, but it also has some added tax benefits. To maximize those tax benefits, it’s important to understand a variety of charitable giving techniques to determine what fits best into your personal financial and tax plan. In this workshop, we’ll cover the following gifting strategies: Ways to give: time, cash, and non-cash goods Charitable donations from your IRA, also known as “QCDs” Donor…

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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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