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DTSTART;TZID=America/Chicago:20250430T120000
DTEND;TZID=America/Chicago:20250430T130000
DTSTAMP:20260406T092447
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250430T120000
DTEND;TZID=America/Chicago:20250430T130000
DTSTAMP:20260406T092447
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:20250501T180000
DTEND;TZID=America/Chicago:20250501T193000
DTSTAMP:20260406T092447
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:20260406T092447
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:20260406T092447
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:20260406T092447
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:20260406T092447
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:20260406T092447
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:20260406T092447
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:20260406T092447
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:20260406T092447
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/04/Image20250423095814.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250521T180000
DTEND;TZID=America/Chicago:20250521T193000
DTSTAMP:20260406T092447
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250305124552.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250522T150000
DTEND;TZID=America/Chicago:20250522T160000
DTSTAMP:20260406T092447
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250606T090000
DTEND;TZID=America/Chicago:20250606T093000
DTSTAMP:20260406T092447
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Jobs-Gold.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250610T180000
DTEND;TZID=America/Chicago:20250610T193000
DTSTAMP:20260406T092447
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250611T090000
DTEND;TZID=America/Chicago:20250611T093000
DTSTAMP:20260406T092447
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Inflation-Red.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250611T173000
DTEND;TZID=America/Chicago:20250611T190000
DTSTAMP:20260406T092447
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/
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:20250612T151500
DTEND;TZID=America/Chicago:20250612T160000
DTSTAMP:20260406T092447
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/
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:20250618T150000
DTEND;TZID=America/Chicago:20250618T153000
DTSTAMP:20260406T092447
CREATED:20250530T183955Z
LAST-MODIFIED:20250530T183955Z
UID:14439-1750258800-1750260600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 6/18/25
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\nHosted by: Brian Jacobsen & John Mercure
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-6-18-25/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Fed-Blue.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250618T180000
DTEND;TZID=America/Chicago:20250618T200000
DTSTAMP:20260406T092447
CREATED:20250501T203005Z
LAST-MODIFIED:20250501T203005Z
UID:14405-1750269600-1750276800@events.annexwealth.com
SUMMARY:Women & Wealth | Her Stage Her Story: Women in Leadership and Triumph | 6/18/2025
DESCRIPTION:Join us for Her Stage\, Her Story\, a powerful evening of inspiration and impact featuring four extraordinary women leaders sharing their personal journeys—from boardrooms to opera stages. Meet the inspiring panelists: \n\nRashi Arora Khosla – Founder & CEO\, Mars Solutions Group\nLynnea Katz-Petted – Non-profit leader sharing her story of healing and impact\nMaggey Oplinger – General Director & CEO\, Florentine Opera Company\nElyse Edelman – Professional Freelance Theater Artist\n\nModerated by Deanne Phillips\, the evening includes live entertainment\, wine-themed fundraising including a wine-walkabout and wine pull\, and stories that will leave you energized and inspired. \nAll proceeds benefit UPAF and the performing arts organizations that bring our community to life. \nReserve your spot today!
URL:https://events.annexwealth.com/event/women-wealth-her-stage-her-story-women-in-leadership-and-triumph-6-18-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Image20250501151441.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250619T180000
DTEND;TZID=America/Chicago:20250619T200000
DTSTAMP:20260406T092447
CREATED:20250523T185733Z
LAST-MODIFIED:20250523T185733Z
UID:14429-1750356000-1750363200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | 5 Market Volatility Tips *(And 1 Not-So-Secret Weapon) | 6/19/25
DESCRIPTION:Volatility is part of life. We experience it in our personal lives\, facing world events and in the investment markets. There might be a path to less volatility anxiety. In this informative\, hour-long interactive presentation\, you’ll learn: \n· Why volatility can be unsettling \n· Responses to volatility: The good\, bad\, and ugly \n· The tool that just might provide clarity – and more security – when facing volatility
URL:https://events.annexwealth.com/event/women-wealth-5-market-volatility-tips-and-1-not-so-secret-weapon-6-19-25/
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Image20250523135648.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250626T110000
DTEND;TZID=America/Chicago:20250626T120000
DTSTAMP:20260406T092447
CREATED:20250619T172833Z
LAST-MODIFIED:20250619T172833Z
UID:14457-1750935600-1750939200@events.annexwealth.com
SUMMARY:WEBINAR | 7 Reasons Cash Isn’t A Great Long-Term Investment | 6/26/2025
DESCRIPTION:Recent data show that investors are holding record amounts of money in cash funds. If you are among those holding money in cash – or considering making that move – join us for this informative\, interactive event. We’ll discuss from a planning perspective how cash serves your goals in some areas\, but may not be the best long-term investment. \nPlease\, bring your questions and come seeking answers and join us for “7 Reasons Cash Isn’t A Great Long-Term Investment.”
URL:https://events.annexwealth.com/event/webinar-7-reasons-cash-isnt-a-great-long-term-investment-6-26-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/F85D010E-8BA0-47C2-B706-17FF28AF7DDA-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250703T090000
DTEND;TZID=America/Chicago:20250703T093000
DTSTAMP:20260406T092447
CREATED:20250623T213748Z
LAST-MODIFIED:20250623T213748Z
UID:14465-1751533200-1751535000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 7/3/2025
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
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-and-the-economic-outlook-4-3-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250708T140000
DTEND;TZID=America/Chicago:20250708T150000
DTSTAMP:20260406T092447
CREATED:20250623T142104Z
LAST-MODIFIED:20250623T142104Z
UID:14461-1751983200-1751986800@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 7/8/2025
DESCRIPTION: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/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250709T100000
DTEND;TZID=America/Chicago:20250709T110000
DTSTAMP:20260406T092447
CREATED:20250707T164316Z
LAST-MODIFIED:20250707T164316Z
UID:14503-1752055200-1752058800@events.annexwealth.com
SUMMARY:WEBINAR | The Big Beautiful Bill: Impact On Your Taxes & Retirement | 7/9/25
DESCRIPTION:This weekend\, President Trump signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages and understand what the law means for you\, your taxes\, and your retirement plan. \nJoin us for an interactive webinar where we’ll discuss how the new law: \n\nChanges tax and your tax plan\nImpacts financial planning\nProvides opportunities for your future
URL:https://events.annexwealth.com/event/webinar-the-big-beautiful-bill-impact-on-your-taxes-retirement-7-9-25/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250709T160000
DTEND;TZID=America/Chicago:20250709T173000
DTSTAMP:20260406T092447
CREATED:20250625T140947Z
LAST-MODIFIED:20250625T140947Z
UID:14475-1752076800-1752082200@events.annexwealth.com
SUMMARY:PFISTER | Navigating The Markets | 7/9/2025
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 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.
URL:https://events.annexwealth.com/event/pfister-navigating-the-markets-7-9-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250710T151500
DTEND;TZID=America/Chicago:20250710T160000
DTSTAMP:20260406T092447
CREATED:20250625T155632Z
LAST-MODIFIED:20250625T155632Z
UID:14479-1752160500-1752163200@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 7/10/2025
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-7-10-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250715T090000
DTEND;TZID=America/Chicago:20250715T093000
DTSTAMP:20260406T092447
CREATED:20250624T154842Z
LAST-MODIFIED:20250624T154842Z
UID:14469-1752570000-1752571800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 7/15/2025
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
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-7-15-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250717T100000
DTEND;TZID=America/Chicago:20250717T110000
DTSTAMP:20260406T092447
CREATED:20250714T151037Z
LAST-MODIFIED:20250714T151037Z
UID:14514-1752746400-1752750000@events.annexwealth.com
SUMMARY:WEBINAR | The One Big Beautiful Bill: What Business Owners Need to Know | 7/17/2025
DESCRIPTION:Whether you’re planning your exit\, expanding your enterprise\, or just getting started\, this webinar is for you. We’ll unpack “The One Big Beautiful Bill.” Join us as we explore the following: \n· Exit and succession planning\n· Estate planning for business owners\n· Buying or selling a business\n· Choosing the right legal entity (LLC\, S-Corp\, C-Corp\, etc.) \nIt doesn’t matter if you’re a seasoned entrepreneur or just starting out\, this webinar will help equip you with the knowledge to make informed\, strategic decisions.
URL:https://events.annexwealth.com/event/webinar-the-one-b-ig-beautiful-bill-what-business-owners-need-to-know-7-17-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250717T180000
DTEND;TZID=America/Chicago:20250717T200000
DTSTAMP:20260406T092447
CREATED:20250626T181617Z
LAST-MODIFIED:20250626T181617Z
UID:14481-1752775200-1752782400@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | An Evening Garden Tour & Wine Glass Painting |7/17/2025
DESCRIPTION:Meet other garden enthusiasts in this casual evening\, as we tour the Boerner Botanical Gardens in full bloom along with painting wine glasses. Join us for this fun and extraordinary evening.
URL:https://events.annexwealth.com/event/women-wealth-an-evening-garden-tour-wine-glass-painting-7-17-2025/
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