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DTSTART;TZID=America/Chicago:20240613T160000
DTEND;TZID=America/Chicago:20240613T170000
DTSTAMP:20260403T173813
CREATED:20240603T212730Z
LAST-MODIFIED:20240603T212730Z
UID:1378682-1718294400-1718298000@events.annexwealth.com
SUMMARY:WEBINAR | Investment Intel: An In-Depth Brief on the Markets | 6/13/24
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nJoin 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/webinar-investment-intel-an-in-depth-brief-on-the-markets-6-13-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240613T160000
DTEND;TZID=America/Chicago:20240613T170000
DTSTAMP:20260403T173813
CREATED:20240603T212730Z
LAST-MODIFIED:20240603T212730Z
UID:13664-1718294400-1718298000@events.annexwealth.com
SUMMARY:WEBINAR | Investment Intel: An In-Depth Brief on the Markets | 6/13/24
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nJoin 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/webinar-investment-intel-an-in-depth-brief-on-the-markets-6-13-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240613T100000
DTEND;TZID=America/Chicago:20240613T110000
DTSTAMP:20260403T173813
CREATED:20240528T174651Z
LAST-MODIFIED:20240528T174651Z
UID:1378680-1718272800-1718276400@events.annexwealth.com
SUMMARY:SPANO & MERCURE WEBINAR | 8 Tips for Smarter Charitable Giving | 6/13/24
DESCRIPTION:Many of us would like to leave a lasting legacy on our world\, our community\, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation\, register for “8 Tips for Smarter Charitable Giving” today! If you can’t make it at that time\, just register below and we will send a recording. \nIn this interactive workshop\, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider\, like Qualified Charitable Distributions\, Donor Advised Funds\, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!
URL:https://events.annexwealth.com/event/spano-mercure-webinar-8-tips-for-smarter-charitable-giving-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/8-Tips-For-Smarter-Charitable-Giving_Mercure-Spano_Prospect.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240613T100000
DTEND;TZID=America/Chicago:20240613T110000
DTSTAMP:20260403T173813
CREATED:20240528T174651Z
LAST-MODIFIED:20240528T174651Z
UID:13649-1718272800-1718276400@events.annexwealth.com
SUMMARY:SPANO & MERCURE WEBINAR | 8 Tips for Smarter Charitable Giving | 6/13/24
DESCRIPTION:Many of us would like to leave a lasting legacy on our world\, our community\, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation\, register for “8 Tips for Smarter Charitable Giving” today! If you can’t make it at that time\, just register below and we will send a recording. \nIn this interactive workshop\, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider\, like Qualified Charitable Distributions\, Donor Advised Funds\, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!
URL:https://events.annexwealth.com/event/spano-mercure-webinar-8-tips-for-smarter-charitable-giving/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/8-Tips-For-Smarter-Charitable-Giving_Mercure-Spano_Prospect.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240612T180000
DTEND;TZID=America/Chicago:20240612T193000
DTSTAMP:20260403T173813
CREATED:20240517T194238Z
LAST-MODIFIED:20240517T194238Z
UID:1378677-1718215200-1718220600@events.annexwealth.com
SUMMARY:PFISTER | Wealth In Color: Exploring Instinctual Investment Patterns | 6/12/24
DESCRIPTION:Behavioral finance is a psychological approach to understanding how investors make decisions\, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us\, from quick spending decisions to investment choices\, which could impact us for years. We’ll look at various biases\, exploring those we can moderate and focusing on biases we may need to adapt.
URL:https://events.annexwealth.com/event/pfister-wealth-in-color-exploring-instinctual-investment-patterns-6-12-24-2/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/wealth-in-color.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240612T180000
DTEND;TZID=America/Chicago:20240612T193000
DTSTAMP:20260403T173813
CREATED:20240517T194238Z
LAST-MODIFIED:20240517T194238Z
UID:13630-1718215200-1718220600@events.annexwealth.com
SUMMARY:PFISTER | Wealth In Color: Exploring Instinctual Investment Patterns | 6/12/24
DESCRIPTION:Behavioral finance is a psychological approach to understanding how investors make decisions\, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us\, from quick spending decisions to investment choices\, which could impact us for years. We’ll look at various biases\, exploring those we can moderate and focusing on biases we may need to adapt.
URL:https://events.annexwealth.com/event/pfister-wealth-in-color-exploring-instinctual-investment-patterns-6-12-24/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/wealth-in-color.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240612T160000
DTEND;TZID=America/Chicago:20240612T170000
DTSTAMP:20260403T173813
CREATED:20240603T212358Z
LAST-MODIFIED:20240603T212358Z
UID:1378681-1718208000-1718211600@events.annexwealth.com
SUMMARY:MEQUON | Investment Intel: An In-Depth Brief on the Markets | 6/12/24
DESCRIPTION:Annex Wealth Management – Mequon Branch \n12200 Corporate Parkway\, Suite 800 \nMequon WI 53092 \n  \nJoin 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-an-in-depth-brief-on-the-markets-6-12-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240612T160000
DTEND;TZID=America/Chicago:20240612T170000
DTSTAMP:20260403T173813
CREATED:20240603T212358Z
LAST-MODIFIED:20240603T212358Z
UID:13662-1718208000-1718211600@events.annexwealth.com
SUMMARY:MEQUON | Investment Intel: An In-Depth Brief on the Markets | 6/12/24
DESCRIPTION:Annex Wealth Management – Mequon Branch \n12200 Corporate Parkway\, Suite 800 \nMequon WI 53092 \n  \nJoin 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-an-in-depth-brief-on-the-markets-6-12-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240610T170000
DTEND;TZID=America/Chicago:20240610T190000
DTSTAMP:20260403T173813
CREATED:20240515T193303Z
LAST-MODIFIED:20240515T193303Z
UID:1378676-1718038800-1718046000@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Conversation Café: Selling Yourself Short? | 6/10/24
DESCRIPTION:Whether it’s in the work world or in dealing with family finances\, women tend to second guess themselves\, doubt their own abilities and even place unreasonable expectations on themselves.  From a fear of having our limitations being called out to fears that we are failing in endeavors where we’ve had acclaim\, imposter syndrome can at the least stunt our progress and ability to move forward with important decisions.  It can even ruin our attempts at that much sought after “life balance.” \nCome share drinks and a discussion at our next Conversation Café on the topic of IMPOSTER SYNDROME.  Discover the types and the fears behind each and join Attorney Griselda Aldrete and our panel in an open talk about our own journeys\, what it has cost us\, what it has meant for us and more importantly\, what works to get us back on track. \n  \nAnnex Wealth Management Brookfield  \n17950 W. Corporate Dr. Brookfield\, WI 53045 \nThird Floor\, Annex Cafè. \nDoors Open at 4:30pm \nEvent: 5:00pm-7:00pm
URL:https://events.annexwealth.com/event/women-wealth-conversation-cafe-selling-yourself-short-6-10-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/WW-Conversation-Cafe-Selling-Yourself-Short.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240610T170000
DTEND;TZID=America/Chicago:20240610T190000
DTSTAMP:20260403T173813
CREATED:20240515T193303Z
LAST-MODIFIED:20240515T193303Z
UID:13606-1718038800-1718046000@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Conversation Café: Selling Yourself Short? | 6/10/24
DESCRIPTION:Whether it’s in the work world or in dealing with family finances\, women tend to second guess themselves\, doubt their own abilities and even place unreasonable expectations on themselves.  From a fear of having our limitations being called out to fears that we are failing in endeavors where we’ve had acclaim\, imposter syndrome can at the least stunt our progress and ability to move forward with important decisions.  It can even ruin our attempts at that much sought after “life balance.” \nCome share drinks and a discussion at our next Conversation Café on the topic of IMPOSTER SYNDROME.  Discover the types and the fears behind each and join Attorney Griselda Aldrete and our panel in an open talk about our own journeys\, what it has cost us\, what it has meant for us and more importantly\, what works to get us back on track. \n  \nAnnex Wealth Management Brookfield  \n17950 W. Corporate Dr. Brookfield\, WI 53045 \nThird Floor\, Annex Cafè. \nDoors Open at 4:30pm \nEvent: 5:00pm-7:00pm
URL:https://events.annexwealth.com/event/women-wealth-conversation-cafe-selling-yourself-short-6-10-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/WW-Conversation-Cafe-Selling-Yourself-Short.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240606T130000
DTEND;TZID=America/Chicago:20240606T140000
DTSTAMP:20260403T173813
CREATED:20240528T154845Z
LAST-MODIFIED:20240528T154845Z
UID:13645-1717678800-1717682400@events.annexwealth.com
SUMMARY:WEBINAR | Investigating Investment Myths | 6/6/24
DESCRIPTION:Join us as we investigate “Rules of Thumb” around investing\, honing in on actionable guidelines for our own personal situations. Annex’s Deanne Phillips\, CFP®\, CDFA®\, ABFPsm and Tom Parks\, AIF®\, CRPS™ will debunk common myths such as saving is investing\, being in the stock market is gambling\, de-risking means to be mostly invested in bonds\, and more in this lively webinar.\n\n**If you can’t make it at that time\, go ahead and register and we will send a recording.**
URL:https://events.annexwealth.com/event/webinar-investigating-investment-myths-6-6-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/Investigating-Investment-Myths_Event-Image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240606T130000
DTEND;TZID=America/Chicago:20240606T140000
DTSTAMP:20260403T173813
CREATED:20240528T154845Z
LAST-MODIFIED:20240528T154845Z
UID:1378679-1717678800-1717682400@events.annexwealth.com
SUMMARY:WEBINAR | Investigating Investment Myths | 6/6/24
DESCRIPTION:Join us as we investigate “Rules of Thumb” around investing\, honing in on actionable guidelines for our own personal situations. Annex’s Deanne Phillips\, CFP®\, CDFA®\, ABFPsm and Tom Parks\, AIF®\, CRPS™ will debunk common myths such as saving is investing\, being in the stock market is gambling\, de-risking means to be mostly invested in bonds\, and more in this lively webinar.\n\n**If you can’t make it at that time\, go ahead and register and we will send a recording.**
URL:https://events.annexwealth.com/event/webinar-investigating-investment-myths-6-6-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/Investigating-Investment-Myths_Event-Image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240605T180000
DTEND;TZID=America/Chicago:20240605T200000
DTSTAMP:20260403T173813
CREATED:20240503T164301Z
LAST-MODIFIED:20240503T164301Z
UID:13584-1717610400-1717617600@events.annexwealth.com
SUMMARY:MADISON | Women's Guide to Preparing for the Unexpected | 6/5/24
DESCRIPTION:A comprehensive guide to planning and preparing for the  unexpected! \nWe’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.” \n 
URL:https://events.annexwealth.com/event/madison-womens-guide-to-preparing-for-the-unexpected-6-5-24/
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:20240605T180000
DTEND;TZID=America/Chicago:20240605T200000
DTSTAMP:20260403T173813
CREATED:20240503T164301Z
LAST-MODIFIED:20240503T164301Z
UID:1378674-1717610400-1717617600@events.annexwealth.com
SUMMARY:MADISON | Women's Guide to Preparing for the Unexpected | 6/5/24
DESCRIPTION:A comprehensive guide to planning and preparing for the  unexpected! \nWe’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.” \n 
URL:https://events.annexwealth.com/event/madison-womens-guide-to-preparing-for-the-unexpected-6-5-24-2/
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:20240601T083000
DTEND;TZID=America/Chicago:20240601T120000
DTSTAMP:20260403T173813
CREATED:20240416T133734Z
LAST-MODIFIED:20240416T133734Z
UID:1378672-1717230600-1717243200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24
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-6-1-24-2/
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/Chicago:20240601T083000
DTEND;TZID=America/Chicago:20240601T120000
DTSTAMP:20260403T173813
CREATED:20240416T133734Z
LAST-MODIFIED:20240416T133734Z
UID:13550-1717230600-1717243200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24
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-6-1-24/
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:20240523T140000
DTEND;TZID=America/Chicago:20240523T150000
DTSTAMP:20260403T173813
CREATED:20240506T124153Z
LAST-MODIFIED:20240506T124153Z
UID:1378675-1716472800-1716476400@events.annexwealth.com
SUMMARY:WEBINAR | Investigating Bonds: Corporate vs. Munis | 5/23/24
DESCRIPTION:Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates\, investors have more questions about how to manage bonds\, and what types of bonds make sense at this time. In this workshop\, we’ll discuss the current bond environment\, and the role different types of bonds could play in your portfolio.\n\n\nThis webinar begins at 2:00 PM CT/3:00 PM ET
URL:https://events.annexwealth.com/event/webinar-investigating-bonds-corporate-vs-munis-5-23-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Investigating-Bonds_Corp-Vs-Munis.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240523T140000
DTEND;TZID=America/Chicago:20240523T150000
DTSTAMP:20260403T173813
CREATED:20240506T124153Z
LAST-MODIFIED:20240506T124153Z
UID:13592-1716472800-1716476400@events.annexwealth.com
SUMMARY:WEBINAR | Investigating Bonds: Corporate vs. Munis | 5/23/24
DESCRIPTION:Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates\, investors have more questions about how to manage bonds\, and what types of bonds make sense at this time. In this workshop\, we’ll discuss the current bond environment\, and the role different types of bonds could play in your portfolio.\n\n\nThis webinar begins at 2:00 PM CT/3:00 PM ET
URL:https://events.annexwealth.com/event/webinar-investigating-bonds-corporate-vs-munis-5-23-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Investigating-Bonds_Corp-Vs-Munis.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240509T160000
DTEND;TZID=America/Chicago:20240509T173000
DTSTAMP:20260403T173813
CREATED:20240429T174012Z
LAST-MODIFIED:20240429T174012Z
UID:1378673-1715270400-1715275800@events.annexwealth.com
SUMMARY:Mequon | Investment Intel: An In Depth Brief on the Markets | 5/9/24
DESCRIPTION:Join us 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. \nIn May we’re hosting this presentation at our MEQUON branch location: \nMequon | 12200 Corporate Parkway\, Suite #800\, Mequon WI 53092 \nREGISTER FOR MEQUON \n 
URL:https://events.annexwealth.com/event/mequon-investment-intel-an-in-depth-brief-on-the-markets-5-9-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240509T160000
DTEND;TZID=America/Chicago:20240509T173000
DTSTAMP:20260403T173813
CREATED:20240429T174012Z
LAST-MODIFIED:20240429T174012Z
UID:13573-1715270400-1715275800@events.annexwealth.com
SUMMARY:Mequon | Investment Intel: An In Depth Brief on the Markets | 5/9/24
DESCRIPTION:Join us 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. \nIn May we’re hosting this presentation at our MEQUON branch location: \nMequon | 12200 Corporate Parkway\, Suite #800\, Mequon WI 53092 \nREGISTER FOR MEQUON \n 
URL:https://events.annexwealth.com/event/mequon-investment-intel-an-in-depth-brief-on-the-markets-5-9-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240430T160000
DTEND;TZID=America/Chicago:20240430T170000
DTSTAMP:20260403T173813
CREATED:20240409T174156Z
LAST-MODIFIED:20240409T174156Z
UID:1378670-1714492800-1714496400@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 4/30/24
DESCRIPTION:Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? \nIf you participate in the State of Wisconsin Pension program\, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Financial Planning Team Manager\, Eric Strom\, CFP®️\, and WTMJ’s Steve Scaffidi discuss how to look at your statement\, and even go through several case studies that may help relieve concerns and answer your questions.
URL:https://events.annexwealth.com/event/webinar-understand-your-wrs-pension-potential-4-30-24-2/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/WRS.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240430T160000
DTEND;TZID=America/Chicago:20240430T170000
DTSTAMP:20260403T173813
CREATED:20240409T174156Z
LAST-MODIFIED:20240409T174156Z
UID:13543-1714492800-1714496400@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 4/30/24
DESCRIPTION:Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? \nIf you participate in the State of Wisconsin Pension program\, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Financial Planning Team Manager\, Eric Strom\, CFP®️\, and WTMJ’s Steve Scaffidi discuss how to look at your statement\, and even go through several case studies that may help relieve concerns and answer your questions.
URL:https://events.annexwealth.com/event/webinar-understand-your-wrs-pension-potential-4-30-24/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/WRS.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240430T120000
DTEND;TZID=America/Chicago:20240430T130000
DTSTAMP:20260403T173813
CREATED:20240326T181142Z
LAST-MODIFIED:20240326T181142Z
UID:1378666-1714478400-1714482000@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \n\nWhile knowing may be half the battle\, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month\, and how you can turn them into action as you can work toward a more secure financial future.
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-american-money-warrior-4-30-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/Webinar-4-Money-Warrior-4.30.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240430T120000
DTEND;TZID=America/Chicago:20240430T130000
DTSTAMP:20260403T173813
CREATED:20240326T181142Z
LAST-MODIFIED:20240326T181142Z
UID:13508-1714478400-1714482000@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \n\nWhile knowing may be half the battle\, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month\, and how you can turn them into action as you can work toward a more secure financial future.
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-american-money-warrior-4-30-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/Webinar-4-Money-Warrior-4.30.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240425T130000
DTEND;TZID=America/Chicago:20240425T140000
DTSTAMP:20260403T173813
CREATED:20240412T135903Z
LAST-MODIFIED:20240412T135903Z
UID:1378671-1714050000-1714053600@events.annexwealth.com
SUMMARY:WEBINAR | Cash On The Sidelines: How To Make It Work | 4/25/24
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 Deanne Phillips\, CFP®\, CDFA®\, ABFP℠\, Director of Client Learning and Development\, 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.
URL:https://events.annexwealth.com/event/webinar-cash-on-the-sidelines-how-to-make-it-work-4-25-24-2/
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:20240425T130000
DTEND;TZID=America/Chicago:20240425T140000
DTSTAMP:20260403T173813
CREATED:20240412T135903Z
LAST-MODIFIED:20240412T135903Z
UID:13548-1714050000-1714053600@events.annexwealth.com
SUMMARY:WEBINAR | Cash On The Sidelines: How To Make It Work | 4/25/24
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 Deanne Phillips\, CFP®\, CDFA®\, ABFP℠\, Director of Client Learning and Development\, 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.
URL:https://events.annexwealth.com/event/webinar-cash-on-the-sidelines-how-to-make-it-work-4-25-24/
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:20240424T180000
DTEND;TZID=America/Chicago:20240424T193000
DTSTAMP:20260403T173813
CREATED:20240409T173552Z
LAST-MODIFIED:20240409T173552Z
UID:1378669-1713981600-1713987000@events.annexwealth.com
SUMMARY:BROOKFIELD | Investigating Bonds: Corporate vs. Munis | 4/24/24
DESCRIPTION:Bonds often play a part in a balanced portfolio. \nAs the Fed discusses potential changes in interest rates\, investors have more questions about how to manage bonds\, and what types of bonds make sense at this time. In this workshop\, we’ll discuss the current bond environment\, and the role different types of bonds could play in your portfolio.
URL:https://events.annexwealth.com/event/brookfield-investigating-bonds-corporate-vs-munis-4-24-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Investigating-Bonds_Corp-Vs-Munis.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240424T180000
DTEND;TZID=America/Chicago:20240424T193000
DTSTAMP:20260403T173813
CREATED:20240409T173552Z
LAST-MODIFIED:20240409T173552Z
UID:13540-1713981600-1713987000@events.annexwealth.com
SUMMARY:BROOKFIELD | Investigating Bonds: Corporate vs. Munis | 4/24/24
DESCRIPTION:Bonds often play a part in a balanced portfolio. \nAs the Fed discusses potential changes in interest rates\, investors have more questions about how to manage bonds\, and what types of bonds make sense at this time. In this workshop\, we’ll discuss the current bond environment\, and the role different types of bonds could play in your portfolio.
URL:https://events.annexwealth.com/event/brookfield-investigating-bonds-corporate-vs-munis-4-24-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Investigating-Bonds_Corp-Vs-Munis.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240423T130000
DTEND;TZID=America/Chicago:20240423T140000
DTSTAMP:20260403T173813
CREATED:20240326T175453Z
LAST-MODIFIED:20240326T175453Z
UID:1378664-1713877200-1713880800@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \nJoin us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk\, and exhibiting a little bit of patience can also have a positive effect. We’ll review investment basics\, both technical and behavioral. Whether you are new to investing\, need to phone a friend\, or are the expert your friends call in tough situations\, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-who-wants-to-be-a-billionaire-4-23-24-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/Webinar-3-Billionaire-4.23.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240423T130000
DTEND;TZID=America/Chicago:20240423T140000
DTSTAMP:20260403T173813
CREATED:20240326T175453Z
LAST-MODIFIED:20240326T175453Z
UID:13501-1713877200-1713880800@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/24
DESCRIPTION:April is Financial Literacy Month. \nYou know what that means: Gameshows. At least\, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills\, all while enjoying some familiar games. \nEach week\, we’ll bring you a workshop centered on a game\, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it! \nJoin us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk\, and exhibiting a little bit of patience can also have a positive effect. We’ll review investment basics\, both technical and behavioral. Whether you are new to investing\, need to phone a friend\, or are the expert your friends call in tough situations\, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-who-wants-to-be-a-billionaire-4-23-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/03/Webinar-3-Billionaire-4.23.jpg
END:VEVENT
END:VCALENDAR