WEBINAR | How The OBBBA Might Change Your Obamacare | 7/30/2025
2025-07-30 12:30 - 13:00 (America/Chicago) | WI
Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or ‘The One Big Beautiful Bill Act’) which could have huge implications for ACA.

How might your retirement planning and healthcare planning change? Join us for this informative, interactive web event to find out.

WEBINAR | Instant Insight: The Fed & the Markets | 7/30/2025
2025-07-30 15:00 - 15:30 (America/Chicago) | Online Event, WI, United States
How to stay informed – but trust your financial plan.
Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the Fed’s announcement might affect you.
In about 15-20 minutes, Instant Insight: The Fed & The Markets will discuss:
· How the Fed’s announcement might affect your retirement plan
· Impacts of the Fed’s announcement on some of your life decisions, like finding a new home
· Your questions while helping you understand what may happen through the rest of the year

MEQUON | Destination: Retirement, Are We There Yet? | 7/30/2025
2025-07-30 17:00 - 18:30 (America/Chicago) | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States
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 | Instant Insight: Jobs and the Economic Outlook | 8/1/2025
2025-08-01 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States
Your retirement goals matter.
Join us for Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you.
In about 15-20 minutes, Jobs & the Economic Outlook will discuss:
· What the new jobs numbers mean for your investments or 401(k) allocations
· How those numbers might impact your lifestyle in retirement
· Your questions and provide context for the jobs announcement

WEBINAR | Instant Insight: OBBBA & Roth Conversion | 8/11/2025
2025-08-11 12:30 - 13:00 (America/Chicago) | Online Event, WI, United States
You’re working on your financial future with thoughts of proactive tax planning, including the oh-so-popular Roth conversion strategy. And then… OBBBA is signed into law. Well, the Annex team has reviewed all 900 pages of the law – especially, the 400 which are tax provisions. Join us for Instant Insight: OBBBA & Roth Conversions, a brief, insightful interactive update where we’ll discuss:

How The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies
New Tax Deductions & Their Potential Impact on Roth Conversions
Strategic Planning to Navigate Phaseouts and Tax Cliffs

WEBINAR | Instant Insight: Inflation Trends | 8/12/2025
2025-08-12 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States
A thief in your savings?
You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money.
Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll talk about how the recent inflation numbers affect you.
In about 15-20 minutes, Instant Insight: Inflation Trends will discuss:
· The trend in inflation – and how the markets and the Fed might respond
· Potential paths to navigate our current inflation picture
· Your questions and what may happen through the rest of the year

BROOKFIELD | What The Big Beautiful Bill Means For Your Taxes & Retirement | 8/12/2025
2025-08-12 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, and your retirement plan.
Join us for an interactive presentation where we’ll discuss how the new law:

Changes tax and your tax plan
Impacts financial planning
May provide opportunities for your future

WEBINAR | Instant Insight: OBBBA & Education Planning | 8/14/2025
2025-08-14 12:30 - 13:00 (America/Chicago) | Online Event, WI, United States
The OBBBA’s 900 pages addressed many facets of financial planning, including strategies for caring for your family through a thoughtful educational plan. Join us for Instant Insight: OBBBA & Education Planning, a brief, insightful interactive update where we’ll discuss:

What new provisions of the law affect planning for the cost of education?
529 Plan changes – let’s review them
Are there new savings options?

WEBINAR | Navigating The Markets | 8/14/2025
2025-08-14 15:15 - 16:00 (America/Chicago) | Online Event, WI, United States
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.

WEBINAR | Instant Insight: OBBBA & Charitable Giving | 8/19/2025
2025-08-19 12:30 - 13:00 (America/Chicago) | Online Event, WI, United States
The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Join us for Instant Insight: OBBBA & Charitable Giving, a brief, insightful interactive update where we’ll discuss:

New Charitable Deduction for Non-Itemizers
New Floor on itemized deductions – a must know!
Plan giving to optimize deductions and lower your lifetime tax bill

MEQUON | What The Big Beautiful Bill Means For Your Taxes & Retirement 8/19/2025
2025-08-19 17:00 - 18:30 (America/Chicago) | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States
The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, and your retirement plan.
Join us for an interactive presentation where we’ll discuss how the new law may:

Change tax and your tax plan
Impact financial planning
Provide opportunities for your future

WOMEN & WEALTH | Women's Guide to Preparing for the Unexpected | 8/21/2025
2025-08-21 18:00 - 20:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
A comprehensive guide to planning and preparing for the unexpected!
We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

WEBINAR | Instant Insight: OBBBA & The Senior Deduction | 8/25/2025
2025-08-25 12:30 - 13:00 (America/Chicago) | Online Event, WI, United States
President Trump promised a tax break on Social Security. This temporary deduction is an attempt to address that promise. What does the Senior Deduction mean for your financial plan?
Join us for Instant Insight: OBBBA & The Senior Deduction a brief, insightful interactive update where we’ll discuss:

How to leverage this meaningful but temporary tax deduction
Understand Income-based Phaseout Limits – How to Navigate
Strategize Social Security Timing in light of this change

BROOKFIELD | What The One Big Beautiful Bill Means For Your Taxes & Retirement | 8/25/2025
2025-08-25 18:00 - 19:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 9/5/2025
2025-09-05 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States

MEQUON | Navigating The Markets | 9/10/2025
2025-09-10 16:00 - 17:30 (America/Chicago) | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States
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® as he shares with you the perspectives of the Annex Investment Committee.

LAKE COUNTRY | Navigating The Markets | 9/10/2025
2025-09-10 17:30 - 19:00 (America/Chicago) | Annex Wealth Management Lake Country Branch Office, 2301 Sun Valley Drive, Suite 100, Delafield, WI, 53018, United States
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 Director of Research, Matt Morzy, CFP®, as he shares with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: Inflation Trends | 9/11/2025
2025-09-11 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States

WEBINAR | Navigating The Markets | 9/11/2025
2025-09-11 12:00 - 12:45 (America/Chicago) | Online Event, WI, United States

WEBINAR | Instant Insight: The Fed & the Markets | 9/17/2025
2025-09-17 15:00 - 15:30 (America/Chicago) | Online Event, WI, United States

WOMEN & WEALTH | Your Prosperity Picture: Giving Vision To Your Goals | 9/18/2025
2025-09-18 18:00 - 20:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
You’ve worked hard for your career. Now you deserve to play hard – for what could be several decades. Have you ever mapped out your retirement life? In this workshop we cover a five-step system designed to offer you a fresh interactive view of your money and life. Through an entertaining, interactive, and inspirational approach to creating prosperity, we will help you visualize your goals and understand what resources you have to make them happen. Come join us as we storyboard our futures!

WEBINAR | Ask Annex Anything | 9/24/2025
2025-09-24 11:00 - 12:00 (America/Chicago) | Online Event, WI, United States
Join Dan O’Donnell in asking Annex Wealth Management the hard questions about planning, the economy, and your money.
You might have wondered why the headlines say inflation is going down when it seems like your grocery bill doesn’t agree. Or perhaps you’re wondering if the “60/40 rule” is still appropriate.
Whether it’s alts, digital currency, or quarterly earnings, CEO Dave Spano and Brian Jacobsen, Annex Wealth Management’s Chief Economist, will be ready to handle what’s on your mind. Ask away.
Have a question? You can send it in early and let Dan ask for you, or join us online to ask Annex directly.

BROOKFIELD | Destination: Retirement. Are We There Yet? | 9/24/2025
2025-09-24 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States

WEBINAR | Instant Insight: Government Shutdown & The Economy | 10/3/2025
2025-10-03 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States

WOMEN & WEALTH | What Women Need to Know About Divorce | 10/4/2025
2025-10-04 08:00 - 12:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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

NAPLES | Single in Retirement: Financial Planning Strategies | 10/7/2025
2025-10-07 18:00 - 20:00 (America/New_York) | The Maddox, 2955 Bayshore Drive, Naples, 34112, United States
About 28% 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: Will ACA Rates Jump? | 10/8/2025
2025-10-08 11:00 - 11:30 (America/Chicago) | WI
What Gridlock & Government Spending Mean For Your Health Coverage

Enhanced Affordable Care Act (ACA) subsidies are set to expire at the end of this year. While Congress debates government funding and shutdown threats, there is talk of striking a deal to extend these subsidies. For those on ACA coverage—or plan to enroll soon—the stakes are high: without an extension, monthly premiums could rise sharply. The greatest impact may be on those with higher incomes or accumulated wealth, as well as early retirees under 65 who aren’t yet eligible for Medicare. This session will break down what’s at risk and what it could mean for you personally.

WEBINAR | Navigating The Markets | 10/9/2025
2025-10-09 12:00 - 13:00 (America/Chicago) | Online Event, WI, United States

BROOKFIELD | Year End Tax Planning | 10/14/2025
2025-10-14 18:00 - 20:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill
Learn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!
Learn what to do right now, during the months of October and November, the “sweet spot” for year-end tax planning.
See how running a “mock” tax return now can uncover opportunities to optimize your plan

WEBINAR | Instant Insight: Inflation Trends | 10/15/2025
2025-10-15 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States
