Annex Wealth Management

HQ | Financial Planning in A Changing Tax World | 12/4/2024
2024-12-04 18:00 - 19:30 (America/Chicago)
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 | 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!

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.

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.

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 11/14/2024
2024-11-14 16:00 - 17:00
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.

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

WEBINAR | Instant Insight: Inflation Trends | 11/13/2024
2024-11-13 09:00 - 10:00
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
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

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 | Instant Insight: Jobs and the Economic Outlook | 11/1/2024
2024-11-01 09:00 - 10:00

LAKE COUNTRY | Destination: Retirement. Are We There Yet? | 10/29/2024
2024-10-29 18:00 - 20:00
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
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
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
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
