WEBINAR | Instant Insight: Jobs and the Economic Outlook | 11/1/2024
2024-11-01 09:00 - 10:00 (America/Chicago)
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Instant Insight: Election Results | 11/6/2024
2024-11-06 14:00 - 15:00
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 | Insight: The Fed & the Markets | 11/7/2024
2024-11-07 15:00 - 16:00

ELM GROVE | Politics, Planning & Portfolios: An Election Impact Review | 11/12/24
2024-11-12 17:00 - 19:30
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 | Instant Insight: Inflation Trends | 11/13/2024
2024-11-13 09:00 - 10:00

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 11/13/2024
2024-11-13 16:00 - 17:30
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 | Investment Intel: An In-Depth Briefing on the Markets | 11/14/2024
2024-11-14 16:00 - 17:00

ELM GROVE | An Evening With Global Intelligence & Security Expert John Choate | 11/19/2024
2024-11-19 18:00 - 20:00
Expert Insight: John and members of Annex Leadership team will lead and facilitate a frank, comprehensive discussion that spans your questions – whether they’re global, like Russia-Ukraine or China-Taiwan, or here at home on our border or elections. Each area has its own historical context and probing questions, and John’s depth of experience is filled with insightful details you may not have considered. We’ll talk about global issues, but make sure to discuss what it means to you and how we’re strategizing at Annex.

WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 11/21/2024
2024-11-21 18:00 - 20:00
About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

WEBINAR | The Trump Nominees: From the Anti-China Cabinet to the Kitchen Sink | 12/4/2024
2024-12-04 13:00 - 14:00
President Trump has begun naming his nominees for key cabinet positions, giving us a glimpse of how he’ll be leading the country and guiding the economy. What do the nominees mean for China? Will Elon cut spending and throw out the kitchen sink? Join WISN’s Dan O’Donnell and Annex Wealth Management’s Dave Spano and Brian Jacobsen as they engage in their expert opinions on what we can expect around the globe, in our economy, and our own portfolios. How should you adjust your financial plan? Register to find out!

HQ | Financial Planning in A Changing Tax World | 12/4/2024
2024-12-04 18:00 - 19:30
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 have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 12/6/2024
2024-12-06 09:00 - 10:00

WEBINAR | Instant Insight: Inflation Trends | 12/11/2024
2024-12-11 09:00 - 10:00

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 12/12/2024
2024-12-12 16:00 - 17:00

WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024
2024-12-18 15:00 - 16:00
