Annex Wealth Management

WEBINAR | Year-End Tax Planning: Prioritizing Your To-Do List For 2024 | 10/17/24
2024-10-17 12:00 - 13:00 (America/Chicago)
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
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.

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 10/10/24
2024-10-10 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.

WEBINAR | Instant Insight: Inflation Trends | 10/10/24
2024-10-10 09:00 - 10:00
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 10/9/24
2024-10-09 17:30 - 18:30

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 10/9/24
2024-10-09 16:00 - 17:30

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 10/4/24
2024-10-04 09:00 - 10:00

MADISON WOMEN & WEALTH | Election Year Investment Myths | 10/2/24
2024-10-02 18:00 - 20:00
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
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
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

WOMEN & WEALTH | Election Year Investment Myths | 9/19/24
2024-09-19 18:00 - 20:00
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

WEBINAR | Financial Planning Through 2024 Volatility | 9/18/24
2024-09-18 12:00 - 13:00
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

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 9/11/24
2024-09-11 16:00 - 17:30
