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SUMMARY:BROOKFIELD | Financial Planning In A Changing Tax World | 1/23/24
DESCRIPTION:Join us at our new Brookfield location for this in-person event. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \n\n\nHow do you meet your goals in a changing tax world? \nSECURE 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.
URL:https://events.annexwealth.com/event/brookfield-financial-planning-in-a-changing-tax-world-1-23-24/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Eventbrite_Financial-Planning-In-A-Changing-Tax-World-scaled-1.jpg
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SUMMARY:BROOKFIELD | Financial Planning In A Changing Tax World | 1/23/24
DESCRIPTION:Join us at our new Brookfield location for this in-person event. \nAddress: 17950 W. Corporate Dr\, Brookfield\, WI 53045 \n\n\nHow do you meet your goals in a changing tax world? \nSECURE 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.
URL:https://events.annexwealth.com/event/brookfield-financial-planning-in-a-changing-tax-world-1-23-24-2/
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DTSTART;TZID=America/Chicago:20240118T180000
DTEND;TZID=America/Chicago:20240118T200000
DTSTAMP:20260403T171810
CREATED:20231221T220552Z
LAST-MODIFIED:20231221T220552Z
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SUMMARY:OFF SITE Women & Wealth | Passion Assets | 1/18/2024
DESCRIPTION:Come and join us off site in Mequon at Ruby Tap\, for wine tasting\, food\, a fantastic topic\, and fun. \nDo 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 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.
URL:https://events.annexwealth.com/event/women-wealth-passion-assets-1-18-2024/
CATEGORIES:Women & Wealth
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DTSTART;TZID=America/Chicago:20240118T180000
DTEND;TZID=America/Chicago:20240118T200000
DTSTAMP:20260403T171810
CREATED:20231221T220552Z
LAST-MODIFIED:20231221T220552Z
UID:1378638-1705600800-1705608000@events.annexwealth.com
SUMMARY:OFF SITE Women & Wealth | Passion Assets | 1/18/2024
DESCRIPTION:Come and join us off site in Mequon at Ruby Tap\, for wine tasting\, food\, a fantastic topic\, and fun. \nDo 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 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.
URL:https://events.annexwealth.com/event/women-wealth-passion-assets-1-18-2024-2/
CATEGORIES:Women & Wealth
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DTSTART;TZID=America/Chicago:20240104T130000
DTEND;TZID=America/Chicago:20240104T140000
DTSTAMP:20260403T171810
CREATED:20231222T152724Z
LAST-MODIFIED:20231222T152724Z
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SUMMARY:WEBINAR | Market Outlook: Risks & Opportunities
DESCRIPTION:2024 is one of those years that could have it all: it’s a Leap Year\, an Election Year\, and an Olympic Year.  \nWhere are rates and the markets headed? What opportunities lie on the horizon\, and what risks should we consider? \nAnnex Wealth Management’s Dave Spano and WTMJ’s Steve Scaffidi will walk through what to look for and answer your questions in this insightful webinar. \nTHIS WEBINAR STARTS AT 1 P.M. CT/2 P.M. ET
URL:https://events.annexwealth.com/event/webinar-market-outlook-risks-opportunities/
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DTSTART;TZID=America/Chicago:20240104T130000
DTEND;TZID=America/Chicago:20240104T140000
DTSTAMP:20260403T171810
CREATED:20231222T152724Z
LAST-MODIFIED:20231222T152724Z
UID:1378639-1704373200-1704376800@events.annexwealth.com
SUMMARY:WEBINAR | Market Outlook: Risks & Opportunities
DESCRIPTION:2024 is one of those years that could have it all: it’s a Leap Year\, an Election Year\, and an Olympic Year.  \nWhere are rates and the markets headed? What opportunities lie on the horizon\, and what risks should we consider? \nAnnex Wealth Management’s Dave Spano and WTMJ’s Steve Scaffidi will walk through what to look for and answer your questions in this insightful webinar. \nTHIS WEBINAR STARTS AT 1 P.M. CT/2 P.M. ET
URL:https://events.annexwealth.com/event/webinar-market-outlook-risks-opportunities-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/12/2024-market-outlook-larger.jpg
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