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X-WR-CALDESC:Events for Annex Wealth Management
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DTSTART;TZID=America/Chicago:20260514T120000
DTEND;TZID=America/Chicago:20260514T130000
DTSTAMP:20260610T091924
CREATED:20260417T162725Z
LAST-MODIFIED:20260417T162725Z
UID:1381062-1778760000-1778763600@events.annexwealth.com
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
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/03/NTM.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260514T180000
DTEND;TZID=America/Chicago:20260514T193000
DTSTAMP:20260610T091924
CREATED:20260420T214505Z
LAST-MODIFIED:20260514T182032Z
UID:1381067-1778781600-1778787000@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination Retirement: Are We There Yet? | 5/14/2026
DESCRIPTION:Do  you know your route – and your obstacles – to retirement? \n\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
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/03/Image20260306133632.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260521T180000
DTEND;TZID=America/Chicago:20260521T200000
DTSTAMP:20260610T091924
CREATED:20260416T205122Z
LAST-MODIFIED:20260416T205122Z
UID:1381054-1779386400-1779393600@events.annexwealth.com
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
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/04/When-Life-Changes-How-Women-Can-Prepare-Financially-For-The-Unexpected.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260605T090000
DTEND;TZID=America/Chicago:20260605T093000
DTSTAMP:20260610T091924
CREATED:20260528T160021Z
LAST-MODIFIED:20260528T160142Z
UID:1382388-1780650000-1780651800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 6/5/2026
DESCRIPTION:How to stay informed – but trust your financial plan.\nSome of us see the words “BREAKING NEWS” over and over. After a while\, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets\, a brief\, informative webinar where we’ll explain how the Fed’s announcement might affect you.\nIn about 15-20 minutes\, Instant Insight: The Fed & The Markets will discuss: \n·         How the Fed’s announcement might affect your retirement plan\n·         Impacts of the Fed’s announcement on some of your life decisions\, like finding a new home\n·         Your questions while helping you understand what may happen through the rest of the year
URL:https://events.annexwealth.com/event/instant-insight-jobs-the-economic-outlook-6-5-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/ii-jobs-400.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260610T090000
DTEND;TZID=America/Chicago:20260610T093000
DTSTAMP:20260610T091924
CREATED:20260528T160124Z
LAST-MODIFIED:20260528T160124Z
UID:1382390-1781082000-1781083800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 6/10/2026
DESCRIPTION:A thief in your savings?\nYou may have installed many safeguards to protect your money\, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money. \nJoin us for Instant Insight: Inflation Trends\, a brief\, informative webinar where we’ll talk about how the recent inflation numbers affect you. \nInstant Insight: Inflation Trends will discuss: \n·         The trend in inflation – and how the markets and the Fed might respond\n·         Potential paths to navigate our current inflation picture\n·         Your questions and what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-6-10-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/ii_inflation400-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260610T120000
DTEND;TZID=America/Chicago:20260610T130000
DTSTAMP:20260610T091924
CREATED:20260530T144930Z
LAST-MODIFIED:20260530T145007Z
UID:1382404-1781092800-1781096400@events.annexwealth.com
SUMMARY:WEBINAR | The Smart Guide to RSUs\, Stock Options & Taxes | 6/10/2026
DESCRIPTION:Equity compensation can be a powerful wealth-building tool\, but it also introduces complex tax and investment decisions that can be misunderstood.   \n\n\nIn this webinar\, we’ll break down the most common forms of equity compensation\, including Restricted Stock Units (RSUs)\, Non-Qualified Stock Options (NQSOs)\, and other stock-based compensation arrangements. \n\n\nWe’ll discuss how these strategies typically work\, common tax implications\, and conventional planning considerations: \n\n·        when it may make sense to sell vested RSUs \n·        exercise stock options \n·        hold shares longer term \n\nGrow your understanding and calibrate your plan around: \n\n·        concentration risk \n·        diversification \n·        tax withholding surprises \n·        AMT considerations \n·        how equity compensation fits into a broader financial plan \n\nWhether you’re actively receiving equity compensation or simply want a better understanding of how these benefits work\, this 40-minute session is designed to provide practical education and planning insights to help you make more informed decisions.
URL:https://events.annexwealth.com/event/webinar-the-smart-guide-to-rsus-stock-options-taxes-6-10-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/1780082526-d2e6d905c7bcc32f_.jpeg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260611T120000
DTEND;TZID=America/Chicago:20260611T130000
DTSTAMP:20260610T091924
CREATED:20260528T163701Z
LAST-MODIFIED:20260528T163701Z
UID:1382399-1781179200-1781182800@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 6/11/2026
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\n\n\n\n\n\n\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-6-11-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/navigating_400-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260617T150000
DTEND;TZID=America/Chicago:20260617T153000
DTSTAMP:20260610T091924
CREATED:20260528T160353Z
LAST-MODIFIED:20260528T160353Z
UID:1382394-1781708400-1781710200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 6/17/2026
DESCRIPTION:How to stay informed – but trust your financial plan.\nSome of us see the words “BREAKING NEWS” over and over. After a while\, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets\, a brief\, informative webinar where we’ll explain how the Fed’s announcement might affect you.\nIn about 15-20 minutes\, Instant Insight: The Fed & The Markets will discuss: \n·         How the Fed’s announcement might affect your retirement plan\n·         Impacts of the Fed’s announcement on some of your life decisions\, like finding a new home\n·         Your questions while helping you understand what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-6-17-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/blue_400.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260618T180000
DTEND;TZID=America/Chicago:20260618T200000
DTSTAMP:20260610T091924
CREATED:20260421T174215Z
LAST-MODIFIED:20260421T174215Z
UID:1381069-1781805600-1781812800@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
DESCRIPTION:When multiple family members inherit a vacation home together\, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements\, keeping your vacation home out of the hands of creditors and divorce settlements\, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.
URL:https://events.annexwealth.com/event/women-wealth-saving-the-family-cottage-6-18-2026/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/04/1776789718-bee35914d7862d81.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260624T180000
DTEND;TZID=America/Chicago:20260624T193000
DTSTAMP:20260610T091924
CREATED:20260522T183708Z
LAST-MODIFIED:20260604T164835Z
UID:1382370-1782324000-1782329400@events.annexwealth.com
SUMMARY:BROOKFIELD | Single In Retirement: Financial Planning Strategies | 6/24/2026
DESCRIPTION:There are unique financial challenges for those who age alone. This workshop helps identify resources and best practices around managing your healthcare\, housing\, finances and creating a support network.
URL:https://events.annexwealth.com/event/single-in-retirement-financial-planning-strategies/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:It's Your Money
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/1779466682-e91a534ecc1df75b.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260702T090000
DTEND;TZID=America/Chicago:20260702T093000
DTSTAMP:20260610T091924
CREATED:20260608T214302Z
LAST-MODIFIED:20260608T214615Z
UID:1382430-1782982800-1782984600@events.annexwealth.com
SUMMARY:WEBINAR |  Instant Insight: Jobs & The Economic Outlook | 7/2/2026
DESCRIPTION:How to stay informed – but trust your financial plan.\nSome of us see the words “BREAKING NEWS” over and over. After a while\, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets\, a brief\, informative webinar where we’ll explain how the Fed’s announcement might affect you.\nIn about 15-20 minutes\, Instant Insight: The Fed & The Markets will discuss: \n·         How the Fed’s announcement might affect your retirement plan\n·         Impacts of the Fed’s announcement on some of your life decisions\, like finding a new home\n·         Your questions while helping you understand what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-the-economic-outlook-7-2-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/ii-jobs-400.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260709T120000
DTEND;TZID=America/Chicago:20260709T130000
DTSTAMP:20260610T091924
CREATED:20260608T215008Z
LAST-MODIFIED:20260608T215008Z
UID:1382436-1783598400-1783602000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 7/9/2026
DESCRIPTION:Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \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-7-9-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/navigating_400-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260714T090000
DTEND;TZID=America/Chicago:20260714T093000
DTSTAMP:20260610T091924
CREATED:20260608T214544Z
LAST-MODIFIED:20260608T214544Z
UID:1382432-1784019600-1784021400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 7/14/2026
DESCRIPTION:A thief in your savings?\nYou may have installed many safeguards to protect your money\, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money. \nJoin us for Instant Insight: Inflation Trends\, a brief\, informative webinar where we’ll talk about how the recent inflation numbers affect you. \nInstant Insight: Inflation Trends will discuss: \n·         The trend in inflation – and how the markets and the Fed might respond\n·         Potential paths to navigate our current inflation picture\n·         Your questions and what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-7-14-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/ii_inflation400-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260716T173000
DTEND;TZID=America/Chicago:20260716T193000
DTSTAMP:20260610T091924
CREATED:20260608T171117Z
LAST-MODIFIED:20260608T214415Z
UID:1382425-1784223000-1784230200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Women & Wealth in Full Bloom | 7/16/2026
DESCRIPTION:Join us for an evening of connection\, appreciation\, and natural beauty at Boerner Botanical Gardens. \nAs the gardens reach their peak bloom\, we’ll celebrate the wonderful women who make our Women & Wealth community so special. Enjoy a stroll through the gardens\, meaningful conversation\, and the opportunity to connect with friends old and new in one of Wisconsin’s most beautiful settings. \nGuests will also enjoy a hands-on botanical cooking experience\, creating their own fresh pesto sauce to take home. \nThis complimentary event fills quickly\, so reserve your spot online through Annex Wealth Management. We look forward to celebrating with you!
URL:https://events.annexwealth.com/event/women-wealth-women-wealth-in-full-bloom-7-16-2026/
LOCATION:Boerner Botanical Gardens\, 9400 Boerner Dr\, Hales Corners\, WI\, 53130\, United States
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/06/1780687069-78f561f87fc0a8ab.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260729T150000
DTEND;TZID=America/Chicago:20260729T153000
DTSTAMP:20260610T091924
CREATED:20260608T214853Z
LAST-MODIFIED:20260608T214853Z
UID:1382434-1785337200-1785339000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 7/29/2026
DESCRIPTION:How to stay informed – but trust your financial plan.\nSome of us see the words “BREAKING NEWS” over and over. After a while\, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets\, a brief\, informative webinar where we’ll explain how the Fed’s announcement might affect you.\nIn about 15-20 minutes\, Instant Insight: The Fed & The Markets will discuss: \n·         How the Fed’s announcement might affect your retirement plan\n·         Impacts of the Fed’s announcement on some of your life decisions\, like finding a new home\n·         Your questions while helping you understand what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-7-29-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/05/blue_400-1.png
END:VEVENT
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