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SUMMARY:WEBINAR | Navigating The Markets | 5/14/2026
DESCRIPTION:Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy.\n\nJoin Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-5-14-2026/
LOCATION:Online Event
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SUMMARY:BROOKFIELD | Destination Retirement: Are We There Yet? | 5/14/2026
DESCRIPTION:OKF \n\nDo  you know your route – and your obstacles – to retirement? \nAre 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: \n\nusing smart tax planning and thoughtful  timing of cashflows\nbetter understanding of your balance sheet and resources\ntaking steps to maximize smart investing.\n\nYou’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.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet-5-14-2026/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
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DTSTART;TZID=America/Chicago:20260521T180000
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SUMMARY:WOMEN & WEALTH | When Life Changes How Women Can Prepare Financially for the Unexpected
DESCRIPTION:Life transitions often arrive without warning.  Whether it’s the loss of a partner\, a health crisis\, divorce\, or a sudden financial responsibility\, many women find themselves needing to navigate complex financial decisions at a time when emotions are already high. \nThis workshop is designed to help women prepare before those moments arrive. \nTogether we’ll explore the key financial and practical steps every woman should take now to be ready for life’s unexpected turns.  We’ll discuss the resources\, documents\, and conversations that can make all the difference during times of transition. \nBecause preparation isn’t about expecting the worst – it’s about creating clarity\, confidence\, and peace of mind for whatever the future holds. \nAll of the Women & Wealth events are complementary. Reservations are required.
URL:https://events.annexwealth.com/event/women-wealth-when-life-changes-how-women-can-prepare-financially-for-the-unexpected/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:Women & Wealth
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