Annex Wealth Management

WEBINAR | Navigating The Markets | 11/13/2025
2025-11-13 12:00 - 13:00 (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.

MEQUON | Year End Tax Planning | 11/13/2025
2025-11-13 18:00 - 19:30 | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, 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
Receive our free guide, Optimizing Through Change. 2025 Year-End Tax Planning, at this event.

WEBINAR | Year End Tax Planning | 11/18/2025
2025-11-18 13:00 - 14:00 | Online Event, WI, 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

WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 11/20/2025
2025-11-20 18:00 - 20:00 | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, 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.
