Join us for an educational and engaging event complete with hors d'oeuvres and refreshments. Discover how to maximize both your charitable impact and your tax efficiency under the new One Big… Read More »

What makes 2026 different – and what it means for your plan. Mid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones, but how much will… Read More »

An open house at Annex Wealth Management's Whitefish Bay Branch (formerly WFA).  Meet your team and learn how Annex expertise can support you and your plans. Registrations strongly encouraged. Register… Read More »

Join us for this educational event where we will enjoy wine and charcuterie! In the rapidly evolving digital landscape, scams are becoming more sophisticated and harder to detect, posing a… Read More »

This presentation provides a practical overview of trusts and estate planning strategies designed to protect assets and beneficiaries. Led by an estate planning attorney and financial planner, the session addresses… Read More »

How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s… Read More »