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September 2020

(WEBINAR) Pandemic-Proofing Your Retirement Plan | 9/29/20 (4:00pm CST/ 5:00pm EST)

September 29 @ 4:00 pm - 5:30 pm
Online Event WI United States

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. Do you know how YOUR PLAN is affected? Join us for this interactive workshop, where you’ll learn: Recognizing important financial milestones and…

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(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

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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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