2024 is one of those years that could have it all: it's a Leap Year, an Election Year, and an Olympic Year. Where are rates and the markets headed? What opportunities lie on the horizon, and what risks should we consider? Annex Wealth Management's Dave Spano and WTMJ's Steve Scaffidi will walk through what to […]
Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun. Do 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 […]
Join us at our new Brookfield location for this in-person event. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 How do you meet your goals in a changing tax world? SECURE 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 […]
