Annex Wealth Management

WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24
2024-09-07 08:00 - 12:00 (America/Chicago)
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

Presentations begin at 8:30 am
Join us at our Brookfield location for this informative and educational workshop!

WEBINAR | The 401(k) Roadmap: Saving, Investing, & Securing Your Future | 9/6/24
2024-09-06 13:00 - 14:00
Join Annex Wealth Managements Director of Retirement Plan Services, Tom Parks and WTMJ Host, Steve Scaffidi for an informative webinar on the essentials of 401(k) plans and why they are important for your financial future!
In this webinar, you will learn:

The basics of 401(k) plans and their benefits
Steps to be involved in a 401(k) Plan
The differences between pretax and Roth contributions
Smart investment strategies to maximize your growth potential

Whether you’re new to retirement planning or looking to refine your existing strategy, this event is tailored to empower you with the knowledge to take control of your financial future.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 9/6/24
2024-09-06 09:00 - 10:00
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24
2024-08-22 12:00 - 13:00
In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brain Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric Strom, CFP®, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense for you. We’ll discuss similar moments in history, and options you might have to mitigate a potential tax increase. And, we’ll talk about choices the Federal Government may have to delay or eliminate the increase in 2025.

WEBINAR | Alternatives: When Are They The Right Tool For The Right Job? | 8/22/24
2024-08-22 10:00 - 11:00
Alternative investments encompass a wide range of strategies. Join Annex Wealth Management’s Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Annex Private Client, Brandon Lehman, CFP® as we discuss what alternative investments are, the risks associated with them, and how they can be used in a portfolio.
This webinar is at 10:00 – 11:00 AM CT // 11:00 AM – 12:00 PM ET

BROOKFIELD | Destination Retirement: Are We There Yet? | 8/20/24
2024-08-20 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 | The Sandwich Generation | 8/15/24
2024-08-15 18:00 - 20:00
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of their own children (even adult ones) in some capacity. Join us as we discuss challenges of caretaking for multiple generations and share our own coping strategies.

WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Investors | 8/15/24
2024-08-15 11:00 - 12:00
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

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.
