WEBINAR | Selling A Business: Where To Start | 1/29/2025
2025-01-29 11:00 - 12:00 (America/Chicago)
If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar, Annex Wealth Management’s Brandon Lehman and Brian Lamborne will discuss many of the key questions you may ask, including who you should consult with, what tasks you should prioritize, and when you’re ready to make your move. Join Brandon, Brian and WTMJ’s John Mercure for this informative webinar!

WEBINAR | Instant Insight: The Fed & the Markets | 1/29/2025
2025-01-29 15:00 - 16:00
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Instant Insight: Special Tariffs Edition | 2/4/2025
2025-02-04 13:00 - 13:30
Analysis from the Annex Wealth Management Investment Committee on the latest news regarding tariffs.

MEQUON | Financial Planning in A Changing Tax World | 2/5/2025
2025-02-05 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 | 2/7/2025
2025-02-07 09:00 - 09:30

WOMEN & WEALTH | What Women Need to Know About Divorce | 2/8/2025
2025-02-08 08:00 - 12:00
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

BROOKFIELD | Financial Planning in A Changing Tax World | 2/10/2025
2025-02-10 18:00 - 19:30

MADISON WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 2/11/2025
2025-02-11 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 | Instant Insight: Inflation Trends | 2/12/2025
2025-02-12 09:00 - 09:30

MEQUON | Navigating the Markets | 2/13/2025
2025-02-13 16:00 - 17:00
Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy.
Join Annex Wealth Management’s Chief Investment Officer, Derek V.W. Felske, CFA® and Mequon Branch Director, Ken Symes as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating the Markets | 2/13/2025
2025-02-13 16:00 - 17:00
Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.

APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025
2025-02-13 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.

BROOKFIELD | Destination Retirement: Are We There Yet? | 2/18/2025
2025-02-18 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.

WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025
2025-02-20 18:00 - 20:00
Worried that the wealth you’ll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop, he shares with you what he’s learned over the course of his career that works well and what doesn’t; including: understanding the challenges you’re facing, properly and realistically defining what success looks like, knowing what you should and should not do regarding wealth, and achieving meaningful, multi-generational goals.

PFISTER | Single in Retirement: Financial Planning Strategies | 3/5/2025
2025-03-05 18:00 - 19:30
