Events

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 […]

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 […]

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 […]

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 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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. A […]