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DTSTART;TZID=America/Chicago:20250410T180000
DTEND;TZID=America/Chicago:20250410T193000
DTSTAMP:20260406T044526
CREATED:20250317T152854Z
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SUMMARY:BROOKFIELD | Are Annuities Worth It? | 4/10/2025
DESCRIPTION:Annuities are one of civilization’s oldest financial instruments. But what are they\, and do their benefits outweigh their pitfalls? \nAnnex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership. \n*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.
URL:https://events.annexwealth.com/event/brookfield-are-annuities-worth-it-4-10-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Annuities-Graphic-2025.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250410T180000
DTEND;TZID=America/Chicago:20250410T193000
DTSTAMP:20260406T044526
CREATED:20250317T152854Z
LAST-MODIFIED:20250317T152854Z
UID:14279-1744308000-1744313400@events.annexwealth.com
SUMMARY:BROOKFIELD | Are Annuities Worth It? | 4/10/2025
DESCRIPTION:Annuities are one of civilization’s oldest financial instruments. But what are they\, and do their benefits outweigh their pitfalls? \nAnnex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership. \n*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.
URL:https://events.annexwealth.com/event/brookfield-are-annuities-worth-it-4-10-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Annuities-Graphic-2025.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250415T140000
DTEND;TZID=America/Chicago:20250415T150000
DTSTAMP:20260406T044526
CREATED:20250317T153434Z
LAST-MODIFIED:20250317T153434Z
UID:1378780-1744725600-1744729200@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Cash Connection | 4/15/2025
DESCRIPTION:April is Financial Literacy Month.\n\n\n\n\n\n\n\n\nYou 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. \nEach 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! \nCould better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection. \nDuring 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?
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-cash-connection-4-15-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250317103124-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250415T140000
DTEND;TZID=America/Chicago:20250415T150000
DTSTAMP:20260406T044526
CREATED:20250317T153434Z
LAST-MODIFIED:20250317T153434Z
UID:14289-1744725600-1744729200@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Cash Connection | 4/15/2025
DESCRIPTION:April is Financial Literacy Month.\n\n\n\n\n\n\n\n\nYou 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. \nEach 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! \nCould better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection. \nDuring 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?
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-cash-connection-4-15-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250317103124-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250417T120000
DTEND;TZID=America/Chicago:20250417T130000
DTSTAMP:20260406T044526
CREATED:20250401T150748Z
LAST-MODIFIED:20250401T150748Z
UID:1378791-1744891200-1744894800@events.annexwealth.com
SUMMARY:WEBINAR | 5 Planning Possibilities For 2025. And What You Can Do Now. | 4/17/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-5-planning-possibilities-for-2025-and-what-you-can-do-now-4-17-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/04/86AD7DBB-29C8-42BE-804B-F8E79A9F9382.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250417T120000
DTEND;TZID=America/Chicago:20250417T130000
DTSTAMP:20260406T044526
CREATED:20250401T150748Z
LAST-MODIFIED:20250401T150748Z
UID:14328-1744891200-1744894800@events.annexwealth.com
SUMMARY:WEBINAR | 5 Planning Possibilities For 2025. And What You Can Do Now. | 4/17/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-5-planning-possibilities-for-2025-and-what-you-can-do-now-4-17-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/04/86AD7DBB-29C8-42BE-804B-F8E79A9F9382.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250417T180000
DTEND;TZID=America/Chicago:20250417T200000
DTSTAMP:20260406T044526
CREATED:20250328T212251Z
LAST-MODIFIED:20250328T212251Z
UID:1378790-1744912800-1744920000@events.annexwealth.com
SUMMARY:WOMEN & WEALTH |  Mind Over Money: Understanding Behavioral Finance | 4/17/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/women-wealth-mind-over-money-understanding-behavioral-finance-4-17-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/WW-graphics-Mind-Over-Money_Understanding-Behavioral-Finance.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250417T180000
DTEND;TZID=America/Chicago:20250417T200000
DTSTAMP:20260406T044526
CREATED:20250328T212251Z
LAST-MODIFIED:20250328T212251Z
UID:14322-1744912800-1744920000@events.annexwealth.com
SUMMARY:WOMEN & WEALTH |  Mind Over Money: Understanding Behavioral Finance | 4/17/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/women-wealth-mind-over-money-understanding-behavioral-finance-4-17-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/WW-graphics-Mind-Over-Money_Understanding-Behavioral-Finance.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250423T110000
DTEND;TZID=America/Chicago:20250423T120000
DTSTAMP:20260406T044526
CREATED:20250318T130708Z
LAST-MODIFIED:20250318T130708Z
UID:1378781-1745406000-1745409600@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/2025
DESCRIPTION:April is Financial Literacy Month. \nYou 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. \nEach 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! \nJoin 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!
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-who-wants-to-be-a-billionaire-4-23-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250317103126-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250423T110000
DTEND;TZID=America/Chicago:20250423T120000
DTSTAMP:20260406T044526
CREATED:20250318T130708Z
LAST-MODIFIED:20250318T130708Z
UID:14293-1745406000-1745409600@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/2025
DESCRIPTION:April is Financial Literacy Month. \nYou 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. \nEach 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! \nJoin 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!
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-who-wants-to-be-a-billionaire-4-23-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250317103126-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250429T180000
DTEND;TZID=America/Chicago:20250429T193000
DTSTAMP:20260406T044526
CREATED:20250313T165630Z
LAST-MODIFIED:20250313T165630Z
UID:1378777-1745949600-1745955000@events.annexwealth.com
SUMMARY:APPLETON | Are Annuities Worth It? | 4/29/2025
DESCRIPTION: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. \n*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.
URL:https://events.annexwealth.com/event/appleton-are-annuities-worth-it-4-29-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Annuities-Graphic-2025.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250429T180000
DTEND;TZID=America/Chicago:20250429T193000
DTSTAMP:20260406T044526
CREATED:20250313T165630Z
LAST-MODIFIED:20250313T165630Z
UID:14275-1745949600-1745955000@events.annexwealth.com
SUMMARY:APPLETON | Are Annuities Worth It? | 4/29/2025
DESCRIPTION: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. \n*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.
URL:https://events.annexwealth.com/event/appleton-are-annuities-worth-it-4-29-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Annuities-Graphic-2025.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250430T120000
DTEND;TZID=America/Chicago:20250430T130000
DTSTAMP:20260406T044526
CREATED:20250318T130855Z
LAST-MODIFIED:20250318T130855Z
UID:1378782-1746014400-1746018000@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/2025
DESCRIPTION:April is Financial Literacy Month. \nYou 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. \nEach 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! \nWhile 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.
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-american-money-warrior-4-30-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250317103128-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250430T120000
DTEND;TZID=America/Chicago:20250430T130000
DTSTAMP:20260406T044526
CREATED:20250318T130855Z
LAST-MODIFIED:20250318T130855Z
UID:14295-1746014400-1746018000@events.annexwealth.com
SUMMARY:WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/2025
DESCRIPTION:April is Financial Literacy Month. \nYou 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. \nEach 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! \nWhile 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.
URL:https://events.annexwealth.com/event/webinar-financial-literacy-series-american-money-warrior-4-30-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250317103128-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250501T180000
DTEND;TZID=America/Chicago:20250501T193000
DTSTAMP:20260406T044526
CREATED:20250408T172102Z
LAST-MODIFIED:20250408T172102Z
UID:1378792-1746122400-1746127800@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025
DESCRIPTION:Annuities are one of civilization’s oldest financial instruments. But what are they\, and do their benefits outweigh their pitfalls? \n\nAnnex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
URL:https://events.annexwealth.com/event/lake-country-annuities-unveiled-purely-educational-insights-for-smart-decisions-5-1-2025-2/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/04/annuities-LC.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250501T180000
DTEND;TZID=America/Chicago:20250501T193000
DTSTAMP:20260406T044526
CREATED:20250408T172102Z
LAST-MODIFIED:20250408T172102Z
UID:14338-1746122400-1746127800@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025
DESCRIPTION:Annuities are one of civilization’s oldest financial instruments. But what are they\, and do their benefits outweigh their pitfalls? \n\nAnnex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
URL:https://events.annexwealth.com/event/lake-country-annuities-unveiled-purely-educational-insights-for-smart-decisions-5-1-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/04/annuities-LC.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250502T090000
DTEND;TZID=America/Chicago:20250502T213000
DTSTAMP:20260406T044526
CREATED:20250423T144121Z
LAST-MODIFIED:20250423T144121Z
UID:14352-1746176400-1746221400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/2/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-the-economic-outlook-5-2-2025/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/09/Instant-Insight-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250505T180000
DTEND;TZID=America/Chicago:20250505T200000
DTSTAMP:20260406T044526
CREATED:20250409T202015Z
LAST-MODIFIED:20250409T202015Z
UID:14342-1746468000-1746475200@events.annexwealth.com
SUMMARY:MEQUON | An Evening of Passion Assets & Wine Tasting | 5/5/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/mequon-an-evening-of-passion-assets-wine-tasting-5-5-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250221130751.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250506T180000
DTEND;TZID=America/Chicago:20250506T193000
DTSTAMP:20260406T044526
CREATED:20250416T140113Z
LAST-MODIFIED:20250416T140113Z
UID:14349-1746554400-1746559800@events.annexwealth.com
SUMMARY:BROOKFIELD | Moving in Retirement | 5/6/2025
DESCRIPTION:Join us for a lively\, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision\, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes\, and why you should know the difference between residence and domicile.
URL:https://events.annexwealth.com/event/brookfield-moving-in-retirement-5-6-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Moving-In-Retirement-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250507T150000
DTEND;TZID=America/Chicago:20250507T153000
DTSTAMP:20260406T044526
CREATED:20250423T144256Z
LAST-MODIFIED:20250423T144256Z
UID:14354-1746630000-1746631800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & The Markets | 5/7/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-5-7-2025/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250508T151500
DTEND;TZID=America/Chicago:20250508T160000
DTSTAMP:20260406T044526
CREATED:20250425T152605Z
LAST-MODIFIED:20250425T152605Z
UID:14399-1746717300-1746720000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 5/8/2025
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-5-8-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250513T090000
DTEND;TZID=America/Chicago:20250513T093000
DTSTAMP:20260406T044526
CREATED:20250423T144408Z
LAST-MODIFIED:20250423T144408Z
UID:14356-1747126800-1747128600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 5/13/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on the latest inflation numbers. What the numbers were and what they may mean to you.
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-5-13-2025/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/09/1723497109-5a83abeb1e0bb16d.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250515T180000
DTEND;TZID=America/Chicago:20250515T200000
DTSTAMP:20260406T044526
CREATED:20250423T150224Z
LAST-MODIFIED:20250423T150224Z
UID:14358-1747332000-1747339200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Women's Guide to Financial Self-Defense | 5/15/2025
DESCRIPTION:Join us for an informative discussion on financial awareness and challenges that women face when navigating financial products. In this workshop\, designed especially for women\, we will: learn how to identify red flags in common financial transactions\, have a better understanding of the right questions to ask\, discuss what you can do to protect yourself … all to make the best\, informed decisions.
URL:https://events.annexwealth.com/event/brookfield-womens-guide-to-financial-self-defense-5-15-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250521T180000
DTEND;TZID=America/Chicago:20250521T193000
DTSTAMP:20260406T044526
CREATED:20250429T145710Z
LAST-MODIFIED:20250429T145710Z
UID:14403-1747850400-1747855800@events.annexwealth.com
SUMMARY:APPLETON | Saving the Family Cottage | 5/21/2025
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/appleton-saving-the-family-cottage-5-21-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250522T150000
DTEND;TZID=America/Chicago:20250522T160000
DTSTAMP:20260406T044526
CREATED:20250505T181718Z
LAST-MODIFIED:20250505T181718Z
UID:14413-1747926000-1747929600@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 5/22/2025
DESCRIPTION: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 Director of Financial Planning\, Eric Strom\, CFP®\, EA and Senior Financial Planner\, Tom Berkholtz\, CFP®\, EA\, ECA discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.
URL:https://events.annexwealth.com/event/webinar-understand-your-wrs-pension-potential-5-22-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250606T090000
DTEND;TZID=America/Chicago:20250606T093000
DTSTAMP:20260406T044526
CREATED:20250530T184133Z
LAST-MODIFIED:20250530T184133Z
UID:14441-1749200400-1749202200@events.annexwealth.com
SUMMARY:WEBINAR |  Instant Insight: Jobs & the Economic Outlook | 6/6/25
DESCRIPTION:Your retirement goals matter.\nJoin us for Instant Insight: Jobs & the Economic Outlook\, a brief\, informative webinar where we’ll explain how the most recent jobs reports might affect you.\nIn about 15-20 minutes\, Jobs & the Economic Outlook will discuss:\n·         What the new jobs numbers mean for your investments or 401(k) allocations\n·         How those numbers might impact your lifestyle in retirement\n·         Your questions and provide context for the jobs announcement \nHosted by: Brian Jacobsen & John Mercure
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-the-economic-outlook-6-6-25/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250610T180000
DTEND;TZID=America/Chicago:20250610T193000
DTSTAMP:20260406T044526
CREATED:20250515T183401Z
LAST-MODIFIED:20250515T183401Z
UID:14418-1749578400-1749583800@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination Retirement: Are We There Yet? | 6/10/2025
DESCRIPTION:Do you know your route – and your obstacles – to retirement? \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-6-10-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250611T090000
DTEND;TZID=America/Chicago:20250611T093000
DTSTAMP:20260406T044526
CREATED:20250530T183839Z
LAST-MODIFIED:20250530T183839Z
UID:14437-1749632400-1749634200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 6/11/25
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.\nIn about 15-20 minutes\, Instant 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 \nHosted by: Brian Jacobsen & John Mercure
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-6-11-25/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250611T173000
DTEND;TZID=America/Chicago:20250611T190000
DTSTAMP:20260406T044526
CREATED:20250516T160812Z
LAST-MODIFIED:20250516T160812Z
UID:14420-1749663000-1749668400@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Navigating The Markets | 6/11/2025
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 Chief Economist\, Brian Jacobsen\, PhD\, JD\, CFA®\, CFP®\, CAIA\, CBE and Branch Director\, Kyle Svetlik as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/lake-country-navigating-the-markets-6-11-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250612T151500
DTEND;TZID=America/Chicago:20250612T160000
DTSTAMP:20260406T044526
CREATED:20250516T161237Z
LAST-MODIFIED:20250516T161237Z
UID:14426-1749741300-1749744000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 6/12/2025
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-6-12-2025/
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