Annex Wealth Management

WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Investors | 8/15/24
2024-08-15 11:00 - 12:00 (America/Chicago)
In the first of this two-part series, WTMJ’s John Mercure and Annex Wealth Management’s Dave Spano and Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy. We’ll review similar moments in history, and how investors have reacted to increases in the past. And, we’ll discuss if the Federal Government has the ability to reverse course. Join us for this insightful, interactive workshop.

WEBINAR | Investment Intel: An In-Depth Briefing On The Markets | 8/15/24
2024-08-15 10:00 - 11:00
Insights on how to manage the cash and fixed income portion of your portfolio.
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.

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 8/14/24
2024-08-14 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 | 8/14/24
2024-08-14 09:00 - 10:00
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 8/2/24
2024-08-02 09:00 - 10:00

WEBINAR | Instant Insight: The Fed & The Markets | 7/31/24
2024-07-31 15:00 - 16:00

WEBINAR | Wealth In Color: Exploring Instinctual Investment Patterns | 7/30/24
2024-07-30 13:00 - 14:00
Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can moderate and focusing on biases we may need to adapt.

PFISTER | Summer Splash: Unveiling Upcoming Events At The Pfister | 7/25/24
2024-07-25 17:00 - 19:00
Come meet our new Branch Director and team at the Pfister Annex Wealth Management office to hear what’s in store for the remainder of 2024 and beyond. This posh, nosh and pour event will tantalize! Join us between 5:00 and 7:00 p.m. on July 25th and bring a friend. You don’t want to miss the unveiling of events and thought commentary on our new Conversation Circles for executive women to be held at our Pfister offices in 2025 – engaging discussions around pressing topics such as imposter syndrome, the glass ceiling and negotiating executive benefits in today’s environment.

The Pfister Hotel
The Rouge Ballroom (Main floor to the right of reception)
424 E Wisconsin Ave
Milwaukee WI, 53202

WEBINAR | Election Impact On 2025: Taxes, Markets and the Economy | 7/23/24
2024-07-23 12:00 - 13:00
In this interactive learning session, Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen join WISN’s Dan O’Donnell to discuss how the results of the 2024 Election could affect you, the taxes you’ll pay, and your investments.

WOMEN & WEALTH | An Evening Garden Tour | 7/18/24
2024-07-18 18:00 - 20:00
Meet other garden enthusiasts in this casual evening, as we tour the Boerner Botanical Gardens in full bloom with a gardening expert and share our own best practices that make our gardens flourish.

WEBINAR | Investment Intel: An In-Depth Briefing On The Markets | 7/11/24
2024-07-11 16:00 - 17:00

WEBINAR | Election Year Investment Myths | 7/11/24
2024-07-11 12:00 - 13:00
Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, 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” as you calibrate your financial plan.

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 7/10/24
2024-07-10 16:00 - 17:00
Annex Wealth Management – Mequon Branch
12200 Corporate Parkway, Suite 800
Mequon WI 53092

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 | Understand Your WRS Pension Potential | 6/26/24
2024-06-26 11:00 - 12:00
Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and Financial Specialist, Cory Borcherdt, CFP®, CLTC®️ discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.

WOMEN & WEALTH | Making The Most Of Medicare | 6/20/24
2024-06-20 18:00 - 20:00
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
For those ready to start Medicare, specialist Melinda Caughill of i65 and Deanne Phillips decipher the different parts, including what you might not know about advantage plans. Uncover tips & best practices and learn about what you can do to avoid numerous Medicare pitfalls.

WEBINAR | Tax-Smart Planning Strategies | 6/20/24
2024-06-20 14:00 - 15:00
You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think more strategically about your tax picture through your retirement and after you’ve passed. What should you consider as you make your tax plan? Join us for Tax-Smart Planning Strategies, an interactive workshop where members of the Annex team will review various tax planning situations and options you may want to consider. We’ll go through updates in law and take your questions in a fast-moving workshop. If you can’t make it at that time, go ahead and register and we will send a recording.
