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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240319T140000
DTEND;TZID=America/Chicago:20240319T150000
DTSTAMP:20260403T164944
CREATED:20240301T222650Z
LAST-MODIFIED:20240301T222650Z
UID:13448-1710856800-1710860400@events.annexwealth.com
SUMMARY:WEBINAR | Election Year Investment Myths | 3/19/24
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-election-year-investment-myths-3-19-24/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240319T140000
DTEND;TZID=America/Chicago:20240319T150000
DTSTAMP:20260403T164944
CREATED:20240301T222650Z
LAST-MODIFIED:20240301T222650Z
UID:1378658-1710856800-1710860400@events.annexwealth.com
SUMMARY:WEBINAR | Election Year Investment Myths | 3/19/24
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-election-year-investment-myths-3-19-24-2/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240314T160000
DTEND;TZID=America/Chicago:20240314T170000
DTSTAMP:20260403T164944
CREATED:20240228T192555Z
LAST-MODIFIED:20240228T192555Z
UID:1378654-1710432000-1710435600@events.annexwealth.com
SUMMARY:MEQUON | Investment Intel: A 20 Minute Brief on the Markets & the Economy | 3/14/24
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/mequon-investment-intel-a-20-minute-brief-on-the-markets-the-economy-3-14-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/FINAL-Investment-Intel-Graphic.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240314T160000
DTEND;TZID=America/Chicago:20240314T170000
DTSTAMP:20260403T164944
CREATED:20240228T192555Z
LAST-MODIFIED:20240228T192555Z
UID:13439-1710432000-1710435600@events.annexwealth.com
SUMMARY:MEQUON | Investment Intel: A 20 Minute Brief on the Markets & the Economy | 3/14/24
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/mequon-investment-intel-a-20-minute-brief-on-the-markets-the-economy-3-14-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/FINAL-Investment-Intel-Graphic.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240312T100000
DTEND;TZID=America/Chicago:20240312T110000
DTSTAMP:20260403T164944
CREATED:20240304T160744Z
LAST-MODIFIED:20240304T160744Z
UID:13451-1710237600-1710241200@events.annexwealth.com
SUMMARY:WEBINAR | Is America's Debt Economic Quicksand? What It Means To Your Financial Plan | 3/12/24
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-is-americas-debt-economic-quicksand-what-it-means-to-your-financial-plan-3-12-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/quicksand.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240312T100000
DTEND;TZID=America/Chicago:20240312T110000
DTSTAMP:20260403T164944
CREATED:20240304T160744Z
LAST-MODIFIED:20240304T160744Z
UID:1378659-1710237600-1710241200@events.annexwealth.com
SUMMARY:WEBINAR | Is America's Debt Economic Quicksand? What It Means To Your Financial Plan | 3/12/24
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-is-americas-debt-economic-quicksand-what-it-means-to-your-financial-plan-3-12-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/quicksand.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240309T083000
DTEND;TZID=America/Chicago:20240309T120000
DTSTAMP:20260403T164944
CREATED:20240208T152242Z
LAST-MODIFIED:20240208T152242Z
UID:13402-1709973000-1709985600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
DESCRIPTION:Join us at our Brookfield location for this informative and educational workshop. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \nDoors Open at 8:00 a.m. \nAnnex 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. \nTopics Addressed Include: \n\nLegal processes\nChild support and maintenance\nPotential tax consequences\nConsiderations around your house\nAsset splitting considerations\nCare for self and the family\nDealing  with a contentious divorce
URL:https://events.annexwealth.com/event/women-wealth-what-women-need-to-know-about-divorce-3-9-24/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/What-Women-Need-To-Know-About-Divorce.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240309T083000
DTEND;TZID=America/Chicago:20240309T120000
DTSTAMP:20260403T164944
CREATED:20240208T152242Z
LAST-MODIFIED:20240208T152242Z
UID:1378652-1709973000-1709985600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
DESCRIPTION:Join us at our Brookfield location for this informative and educational workshop. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \nDoors Open at 8:00 a.m. \nAnnex 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. \nTopics Addressed Include: \n\nLegal processes\nChild support and maintenance\nPotential tax consequences\nConsiderations around your house\nAsset splitting considerations\nCare for self and the family\nDealing  with a contentious divorce
URL:https://events.annexwealth.com/event/women-wealth-what-women-need-to-know-about-divorce-3-9-24-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/What-Women-Need-To-Know-About-Divorce.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T160000
DTEND;TZID=America/New_York:20240228T180000
DTSTAMP:20260403T164944
CREATED:20240205T140735Z
LAST-MODIFIED:20240205T140735Z
UID:13183-1709136000-1709143200@events.annexwealth.com
SUMMARY:NAPLES | Women's Guide To Preparing For The Unexpected
DESCRIPTION: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.” \nThis event begins at 4:00 p.m. ET
URL:https://events.annexwealth.com/event/naples-womens-guide-to-preparing-for-the-unexpected/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Womens-Guide-To-Preparing-For-The-Unexpected.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T160000
DTEND;TZID=America/New_York:20240228T180000
DTSTAMP:20260403T164944
CREATED:20240205T140735Z
LAST-MODIFIED:20240205T140735Z
UID:1378651-1709136000-1709143200@events.annexwealth.com
SUMMARY:NAPLES | Women's Guide To Preparing For The Unexpected
DESCRIPTION: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.” \nThis event begins at 4:00 p.m. ET
URL:https://events.annexwealth.com/event/naples-womens-guide-to-preparing-for-the-unexpected-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Womens-Guide-To-Preparing-For-The-Unexpected.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240221T180000
DTEND;TZID=America/Chicago:20240221T193000
DTSTAMP:20260403T164944
CREATED:20240131T221243Z
LAST-MODIFIED:20240131T221243Z
UID:13175-1708538400-1708543800@events.annexwealth.com
SUMMARY:APPLETON | Saving The Family Cottage | 2/21/24
DESCRIPTION:When multiple  family members inherit a vacation home together\, many problems can arise. \nOne 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.
URL:https://events.annexwealth.com/event/appleton-saving-the-family-cottage-2-21-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Saving-The-Family-Cottage.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240221T180000
DTEND;TZID=America/Chicago:20240221T193000
DTSTAMP:20260403T164944
CREATED:20240131T221243Z
LAST-MODIFIED:20240131T221243Z
UID:1378649-1708538400-1708543800@events.annexwealth.com
SUMMARY:APPLETON | Saving The Family Cottage | 2/21/24
DESCRIPTION:When multiple  family members inherit a vacation home together\, many problems can arise. \nOne 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.
URL:https://events.annexwealth.com/event/appleton-saving-the-family-cottage-2-21-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Saving-The-Family-Cottage.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240220T180000
DTEND;TZID=America/Chicago:20240220T193000
DTSTAMP:20260403T164944
CREATED:20240130T160310Z
LAST-MODIFIED:20240130T160310Z
UID:13149-1708452000-1708457400@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement. Are We There Yet?
DESCRIPTION:Do you know your route – and your obstacles – to retirement?  \nAre 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. \nYou’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.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240220T180000
DTEND;TZID=America/Chicago:20240220T193000
DTSTAMP:20260403T164944
CREATED:20240130T160310Z
LAST-MODIFIED:20240130T160310Z
UID:1378646-1708452000-1708457400@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement. Are We There Yet?
DESCRIPTION:Do you know your route – and your obstacles – to retirement?  \nAre 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. \nYou’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.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240215T180000
DTEND;TZID=America/Chicago:20240215T200000
DTSTAMP:20260403T164944
CREATED:20240125T220028Z
LAST-MODIFIED:20240125T220028Z
UID:13140-1708020000-1708027200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Stocks\, Bonds & The Economy - Oh My! | 2/15/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nAnnex’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.
URL:https://events.annexwealth.com/event/brookfield-stocks-bonds-the-economy-oh-my-2-15-24/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Stocks-Bonds-The-Economy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240215T180000
DTEND;TZID=America/Chicago:20240215T200000
DTSTAMP:20260403T164944
CREATED:20240125T220028Z
LAST-MODIFIED:20240125T220028Z
UID:1378645-1708020000-1708027200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Stocks\, Bonds & The Economy - Oh My! | 2/15/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nAnnex’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.
URL:https://events.annexwealth.com/event/brookfield-stocks-bonds-the-economy-oh-my-2-15-24-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Stocks-Bonds-The-Economy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240214T120000
DTEND;TZID=America/Chicago:20240214T130000
DTSTAMP:20260403T164944
CREATED:20240201T221415Z
LAST-MODIFIED:20240201T221415Z
UID:13179-1707912000-1707915600@events.annexwealth.com
SUMMARY:WEBINAR | Financial Planning Through 2024 Volatility | 2/14/2024
DESCRIPTION: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. \nThis webinar begins at 12 P.M. CT/1 P.M. ET
URL:https://events.annexwealth.com/event/webinar-financial-planning-through-2024-volatility-2-14-2024/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/Financial-Planning-Through-2024-Volatility.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240214T120000
DTEND;TZID=America/Chicago:20240214T130000
DTSTAMP:20260403T164944
CREATED:20240201T221415Z
LAST-MODIFIED:20240201T221415Z
UID:1378650-1707912000-1707915600@events.annexwealth.com
SUMMARY:WEBINAR | Financial Planning Through 2024 Volatility | 2/14/2024
DESCRIPTION: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. \nThis webinar begins at 12 P.M. CT/1 P.M. ET
URL:https://events.annexwealth.com/event/webinar-financial-planning-through-2024-volatility-2-14-2024-2/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/Financial-Planning-Through-2024-Volatility.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240213T180000
DTEND;TZID=America/Chicago:20240213T193000
DTSTAMP:20260403T164944
CREATED:20240122T211001Z
LAST-MODIFIED:20240122T211001Z
UID:13134-1707847200-1707852600@events.annexwealth.com
SUMMARY:MADISON | Election Year Investment Myths | 2/13/2024
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/madison-election-year-investment-myths-2-13-2024/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240213T180000
DTEND;TZID=America/Chicago:20240213T193000
DTSTAMP:20260403T164944
CREATED:20240122T211001Z
LAST-MODIFIED:20240122T211001Z
UID:1378644-1707847200-1707852600@events.annexwealth.com
SUMMARY:MADISON | Election Year Investment Myths | 2/13/2024
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/madison-election-year-investment-myths-2-13-2024-2/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240206T180000
DTEND;TZID=America/Chicago:20240206T193000
DTSTAMP:20260403T164944
CREATED:20240117T155909Z
LAST-MODIFIED:20240117T155909Z
UID:13123-1707242400-1707247800@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Election Year Investment Myths | 2/6/24
DESCRIPTION: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. \n*PLEASE NOTE THIS EVENT IS BEING HELD OFFSITE*
URL:https://events.annexwealth.com/event/lake-country-election-year-investment-myths-2-6-24/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240206T180000
DTEND;TZID=America/Chicago:20240206T193000
DTSTAMP:20260403T164944
CREATED:20240117T155909Z
LAST-MODIFIED:20240117T155909Z
UID:1378642-1707242400-1707247800@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Election Year Investment Myths | 2/6/24
DESCRIPTION: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. \n*PLEASE NOTE THIS EVENT IS BEING HELD OFFSITE*
URL:https://events.annexwealth.com/event/lake-country-election-year-investment-myths-2-6-24-2/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240130T180000
DTEND;TZID=America/Chicago:20240130T193000
DTSTAMP:20260403T164944
CREATED:20240118T214922Z
LAST-MODIFIED:20240118T214922Z
UID:13129-1706637600-1706643000@events.annexwealth.com
SUMMARY:BROOKFIELD | Cash On The Sidelines: How To Make It Work | 1/30/2024
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nBrian 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. \nJoin us at our new Brookfield location for this in-person event\, held in our cafe located on the third floor.
URL:https://events.annexwealth.com/event/brookfield-cash-on-the-sidelines-how-to-make-it-work-1-30-2024/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/cash-on-the-sidelines-1mb-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240130T180000
DTEND;TZID=America/Chicago:20240130T193000
DTSTAMP:20260403T164944
CREATED:20240118T214922Z
LAST-MODIFIED:20240118T214922Z
UID:1378643-1706637600-1706643000@events.annexwealth.com
SUMMARY:BROOKFIELD | Cash On The Sidelines: How To Make It Work | 1/30/2024
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nBrian 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. \nJoin us at our new Brookfield location for this in-person event\, held in our cafe located on the third floor.
URL:https://events.annexwealth.com/event/brookfield-cash-on-the-sidelines-how-to-make-it-work-1-30-2024-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/cash-on-the-sidelines-1mb-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240124T150000
DTEND;TZID=America/Chicago:20240124T160000
DTSTAMP:20260403T164944
CREATED:20240109T203136Z
LAST-MODIFIED:20240109T203136Z
UID:13090-1706108400-1706112000@events.annexwealth.com
SUMMARY:WEBINAR | Cash On The Sidelines: How To Make It Work | 1/24/24
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nBrian 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.​ \nTHIS WEBINAR BEGINS AT 3 PM CT/4 PM ET
URL:https://events.annexwealth.com/event/webinar-cash-on-the-sidelines-how-to-make-it-work-1-24-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/cash-on-the-sidelines-1mb-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240124T150000
DTEND;TZID=America/Chicago:20240124T160000
DTSTAMP:20260403T164944
CREATED:20240109T203136Z
LAST-MODIFIED:20240109T203136Z
UID:1378641-1706108400-1706112000@events.annexwealth.com
SUMMARY:WEBINAR | Cash On The Sidelines: How To Make It Work | 1/24/24
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nBrian 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.​ \nTHIS WEBINAR BEGINS AT 3 PM CT/4 PM ET
URL:https://events.annexwealth.com/event/webinar-cash-on-the-sidelines-how-to-make-it-work-1-24-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/cash-on-the-sidelines-1mb-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240123T180000
DTEND;TZID=America/Chicago:20240123T193000
DTSTAMP:20260403T164944
CREATED:20240108T220631Z
LAST-MODIFIED:20240108T220631Z
UID:13087-1706032800-1706038200@events.annexwealth.com
SUMMARY:BROOKFIELD | Financial Planning In A Changing Tax World | 1/23/24
DESCRIPTION:Join us at our new Brookfield location for this in-person event. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \n\n\nHow do you meet your goals in a changing tax world? \nSECURE 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.
URL:https://events.annexwealth.com/event/brookfield-financial-planning-in-a-changing-tax-world-1-23-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Eventbrite_Financial-Planning-In-A-Changing-Tax-World-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240123T180000
DTEND;TZID=America/Chicago:20240123T193000
DTSTAMP:20260403T164944
CREATED:20240108T220631Z
LAST-MODIFIED:20240108T220631Z
UID:1378640-1706032800-1706038200@events.annexwealth.com
SUMMARY:BROOKFIELD | Financial Planning In A Changing Tax World | 1/23/24
DESCRIPTION:Join us at our new Brookfield location for this in-person event. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \n\n\nHow do you meet your goals in a changing tax world? \nSECURE 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.
URL:https://events.annexwealth.com/event/brookfield-financial-planning-in-a-changing-tax-world-1-23-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Eventbrite_Financial-Planning-In-A-Changing-Tax-World-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240118T180000
DTEND;TZID=America/Chicago:20240118T200000
DTSTAMP:20260403T164944
CREATED:20231221T220552Z
LAST-MODIFIED:20231221T220552Z
UID:13064-1705600800-1705608000@events.annexwealth.com
SUMMARY:OFF SITE Women & Wealth | Passion Assets | 1/18/2024
DESCRIPTION:Come and join us off site in Mequon at Ruby Tap\, for wine tasting\, food\, a fantastic topic\, and fun. \nDo 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.
URL:https://events.annexwealth.com/event/women-wealth-passion-assets-1-18-2024/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Passion-Assets.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240118T180000
DTEND;TZID=America/Chicago:20240118T200000
DTSTAMP:20260403T164944
CREATED:20231221T220552Z
LAST-MODIFIED:20231221T220552Z
UID:1378638-1705600800-1705608000@events.annexwealth.com
SUMMARY:OFF SITE Women & Wealth | Passion Assets | 1/18/2024
DESCRIPTION:Come and join us off site in Mequon at Ruby Tap\, for wine tasting\, food\, a fantastic topic\, and fun. \nDo 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.
URL:https://events.annexwealth.com/event/women-wealth-passion-assets-1-18-2024-2/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Passion-Assets.png
END:VEVENT
END:VCALENDAR