Annex Wealth Management

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 11/13/2024
2024-11-13 16:00 - 17:30 (America/Chicago) | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States
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 financial markets and the economy.

WEBINAR | Instant Insight: Inflation Trends | 11/13/2024
2024-11-13 09:00 - 10:00 | Online Event, WI, United States
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

ELM GROVE | Politics, Planning & Portfolios: An Election Impact Review | 11/12/24
2024-11-12 17:00 - 19:30 | Elm Grove Woman’s Club, 13885 Watertown Plank Rd, Elm Grove, WI, 53122, United States
How will election results affect your financial plan & portfolio? We’ll take a look at election candidates, their plans for the economy, and how it impacts you. Bring a friend and join CEO of Annex Wealth Management, Dave Spano alongside Chief Economist, Brian Jacobsen, Deanne Phillips and Tom Parks while they discuss on Politics, Planning & Portfolios: An Election Impact Review.
Elm Grove Woman’s Club | 13885 Watertown Plank Rd, Elm Grove WI 53122
Doors open at 5:00pm
Cocktail Hour: 5:00pm-6:00pm
Presentation and Hors d’Oeuvres 6:00pm-7:00pm
Dessert Stations 7:00-7:30pm

WEBINAR | Insight: The Fed & the Markets | 11/7/2024
2024-11-07 15:00 - 16:00 | Online Event, WI, United States

WEBINAR | Instant Insight: Election Results | 11/6/2024
2024-11-06 14:00 - 15:00 | Online Event, WI, United States
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
In this special edition of Instant Insight, Annex CEO Dave Spano, CFP® will join Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE to discuss the results of the election and what that means looking ahead.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 11/1/2024
2024-11-01 09:00 - 10:00 | Online Event, WI, United States

LAKE COUNTRY | Destination: Retirement. Are We There Yet? | 10/29/2024
2024-10-29 18:00 - 20:00 | The Delafield Hotel, 415 Genesee St., Delafield, WI, 53018, United States
Do you know your route – and your obstacles – to retirement?
Are 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.
You’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.

PFISTER | Passion Assets | 10/24/24
2024-10-24 17:00 - 19:00 | The Pfister Hotel, The Rouge Ballroom, 424 East Wisconsin Avenue, Milwaukee, WI, 53202, United States
Come and join us at the Pfister Hotel for this fantastic event. Speakers from Annex Wealth Management and Mahler Sotheby’s International Realtor will present on this informational topic.
Do you have a transition plan for your antiques and collectibles? 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. Join speakers from Annex Wealth Management, Mahler Sotheby’s International Realty, and Hindman Auctions as they present on this informational topic.

WOMEN & WEALTH | Avoiding Fraud & Financial Exploitation | 10/17/24
2024-10-17 18:00 - 20:00 | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Deanne Phillips and representatives from Schwab, Paul Ewing and Adam Moseley explore money smarts for older adults. Discuss strategies and steps we can take now to protect our identity and financial assets, learn how to recognize a scam, & protect yourself from financial exploitation.

WEBINAR | Year-End Tax Planning: Prioritizing Your To-Do List For 2024 | 10/17/24
2024-10-17 12:00 - 13:00 | Online Event, WI, United States
Year-end tax planning can sound daunting. Let’s review what tasks you’ll need to prioritize and what might require attention in an election year.

APPLETON | Destination: Retirement. Are We There Yet?
2024-10-10 18:00 - 19:30 | Bubolz Nature Preserve, 4815 N Lynndale Dr., Appleton, WI, 54913, United States

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 10/10/24
2024-10-10 16:00 - 17:00 | Online Event, WI, United States

WEBINAR | Instant Insight: Inflation Trends | 10/10/24
2024-10-10 09:00 - 10:00 | Online Event, WI, United States

LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 10/9/24
2024-10-09 17:30 - 18:30 | Annex Wealth Management Lake Country Branch Office, 2301 Sun Valley Drive, Suite 100, Delafield, WI, 53018, United States

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 10/9/24
2024-10-09 16:00 - 17:30 | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 10/4/24
2024-10-04 09:00 - 10:00 | Online Event, WI, United States

MADISON WOMEN & WEALTH | Election Year Investment Myths | 10/2/24
2024-10-02 18:00 - 20:00 | Frostwood Farms Kitchen, 8225 Greenway Blvd, Suite 100, Middleton, WI, 53562, United States
Join Tom Parks & Deanne Phillips 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” that can drive investor behavior & derail your investments.

Doors Open at 5:30PM

WEBINAR | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | 9/26/24
2024-09-26 11:00 - 12:00 | Online Event, WI, United States
Join us for an in-depth exploration of the presidential candidates’ economic policies and their potential impact on your financial future. Our expert panel breaks down complex campaign promises into practical insights for investors. Tune in to understand how the upcoming election could shape markets, taxes, and your personal financial strategy.

BROOKFIELD | Conversation Café: Voting Rights Or Voting Wrongs | 9/25/24
2024-09-25 17:00 - 19:00 | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Women voted in the revolutionary America. Yet, it took until the 19th Amendment to make it illegal to deny the right to vote based on a citizen’s sex. And then it took the Voting Rights Act of 1965 to remove policies and practices used to limit voting by African Americans and other targeted groups. A discussion tracing enfranchisement from revolutionary days to the present, join Annex Wealth Management’s Deanne Phillips and Attorney Kathy L. Nusslock while they moderate an engaging discussion on Voting Rights or Voting Wrongs: Enfranchisement In The United States.

BROOKFIELD | Destination: Retirement. Are We There Yet? | 9/24/24
2024-09-24 18:00 - 19:30 | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States

WOMEN & WEALTH | Election Year Investment Myths | 9/19/24
2024-09-19 18:00 - 20:00 | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
Join Tom Parks & Deanne Phillips 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” that can drive investor behavior & derail your investments.

WEBINAR | Instant Insight: The Fed & the Markets | 9/18/24
2024-09-18 15:00 - 16:00 | Online Event, WI, United States

WEBINAR | Financial Planning Through 2024 Volatility | 9/18/24
2024-09-18 12:00 - 13:00 | Online Event, WI, United States
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.

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 9/12/24
2024-09-12 10:00 - 11:00 | Online Event, WI, United States

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 9/11/24
2024-09-11 16:00 - 17:30 | Annex Wealth Management Mequon Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States

LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 9/11/24
2024-09-11 16:00 - 17:30 | Annex Wealth Management Lake Country Office, 2301 Sun Valley Dr, Suite 100, Delafield, WI, 53018, United States
We’re bringing Investment Intel to Delafield!
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 financial markets and the economy.

WEBINAR | Instant Insight: Inflation Trends | 9/11/24
2024-09-11 09:00 - 10:00 | Online Event, WI, United States

WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24
2024-09-07 08:00 - 12:00 | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Annex 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.
Topics Addressed Include:

Legal processes
Child support and maintenance
Potential tax consequences
Considerations around your house
Asset splitting considerations
Care for self and the family
Dealing with a contentious divorce

Presentations begin at 8:30 am
Join us at our Brookfield location for this informative and educational workshop!

WEBINAR | The 401(k) Roadmap: Saving, Investing, & Securing Your Future | 9/6/24
2024-09-06 13:00 - 14:00 | Online Event, WI, United States
Join Annex Wealth Managements Director of Retirement Plan Services, Tom Parks and WTMJ Host, Steve Scaffidi for an informative webinar on the essentials of 401(k) plans and why they are important for your financial future!
In this webinar, you will learn:

The basics of 401(k) plans and their benefits
Steps to be involved in a 401(k) Plan
The differences between pretax and Roth contributions
Smart investment strategies to maximize your growth potential

Whether you’re new to retirement planning or looking to refine your existing strategy, this event is tailored to empower you with the knowledge to take control of your financial future.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 9/6/24
2024-09-06 09:00 - 10:00 | Online Event, WI, United States
