Annex Wealth Management

MEQUON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30 (America/Chicago)
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 Chief Investment Officer, Derek V.W. Felske, CFA® and Branch Director, Fred Coleman, CFP® as they share with you the perspectives of the Annex Investment Committee.

MADISON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30
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 Director of Equity Research, Jason Cooper, CFA® and Branch Director, Mark Pent as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: Inflation Trends | 4/10/25
2025-04-10 09:00 - 09:30
Penetrating analysis from the Annex Wealth Management Investment Committee on the latest jobs numbers. What the numbers were and what they may mean to you.

WEBINAR | Tariffs: How They Could Affect Your Portfolio | 4/10/2025
2025-04-10 11:00 - 12:00
Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs, how are they implemented, and what sectors of the economy could benefit if they’re put in place?
Join us on April 10th at 11:00 am for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, and WISNs Dan O’Donnell will discuss and take your questions.

WEBINAR | Navigating the Markets | 4/10/2025
2025-04-10 15:15 - 16:00
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.

PFISTER | Navigating the Markets | 4/10/2025
2025-04-10 16:00 - 17:30

BROOKFIELD | Are Annuities Worth It? | 4/10/2025
2025-04-10 18:00 - 19:30
Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?
Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
*This event is for individuals who are not currently partnered with Annex Wealth Management. If you are a current Annex client and have questions on this topic, please reach out to your Wealth Manager or Client Service Manager.

WEBINAR | Financial Literacy Series: Cash Connection | 4/15/2025
2025-04-15 14:00 - 15:00
April is Financial Literacy Month.

You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
Could better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection.
During this interactive workshop, we’ll challenge you with a wide range of questions, like “What’s the difference between a tax credit and a tax deduction? Or Which is better, baseline budgeting or zero-based budgets?

WEBINAR | 5 Planning Possibilities For 2025. And What You Can Do Now. | 4/17/2025
2025-04-17 12:00 - 13:00
Experts disagree on what lies ahead for taxes and individual financial plans. Given the uncertainty, what actions can you take now? In this webinar, we’ll explore five possible tax law changes, breaking down the “what ifs” and what they might mean for you and your plan.

WOMEN & WEALTH | Mind Over Money: Understanding Behavioral Finance | 4/17/2025
2025-04-17 18:00 - 20:00
Join us for an enlightening workshop that delves into the fascinating world of behavioral finance. “Mind Over Money” explores how psychological factors and cognitive biases influence our financial decisions. Through engaging discussions and interactive activities, you’ll learn about common financial behaviors, why we make irrational choices, and how to develop strategies for better money management. Whether you’re looking to improve your personal finances or simply curious about the psychology behind spending, this workshop offers valuable insights to help you make smarter financial decisions.

WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/2025
2025-04-23 11:00 - 12:00
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
Join us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk, and exhibiting a little bit of patience can also have a positive effect. We’ll review investment basics, both technical and behavioral. Whether you are new to investing, need to phone a friend, or are the expert your friends call in tough situations, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!

APPLETON | Are Annuities Worth It? | 4/29/2025
2025-04-29 18:00 - 19:30
Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
*This event is for individuals who are not currently partnered with Annex Wealth Management. If you are a current Annex client and have questions on this topic, please reach out to your Wealth Manager or Client Service Manager.

WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/2025
2025-04-30 12:00 - 13:00
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
While knowing may be half the battle, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month, and how you can turn them into action as you can work toward a more secure financial future.

LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025
2025-05-01 18:00 - 19:30
Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?

Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/2/2025
2025-05-02 09:00 - 21:30

MEQUON | An Evening of Passion Assets & Wine Tasting | 5/5/2025
2025-05-05 18:00 - 20:00
Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle. Join speakers from Annex Wealth Management as they present on this informational topic along with a wine tasting hosted by Ruby Tap.
