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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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Image20250505131252-scaled-1.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250606T090000
DTEND;TZID=America/Chicago:20250606T093000
DTSTAMP:20260406T082643
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:20260406T082643
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250611T090000
DTEND;TZID=America/Chicago:20250611T093000
DTSTAMP:20260406T082643
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:20260406T082643
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:20260406T082643
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:20260406T082643
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:20260406T082643
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:20260406T082643
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:20260406T082643
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:20260406T082643
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/Image20250624092335.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250708T140000
DTEND;TZID=America/Chicago:20250708T150000
DTSTAMP:20260406T082643
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/WRS.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250709T100000
DTEND;TZID=America/Chicago:20250709T110000
DTSTAMP:20260406T082643
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250707113932-scaled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250709T160000
DTEND;TZID=America/Chicago:20250709T173000
DTSTAMP:20260406T082643
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/
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:20250710T151500
DTEND;TZID=America/Chicago:20250710T160000
DTSTAMP:20260406T082643
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/
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:20250715T090000
DTEND;TZID=America/Chicago:20250715T093000
DTSTAMP:20260406T082643
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/Image20250624104657.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250717T100000
DTEND;TZID=America/Chicago:20250717T110000
DTSTAMP:20260406T082643
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250714110549-scaled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250717T180000
DTEND;TZID=America/Chicago:20250717T200000
DTSTAMP:20260406T082643
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/IMG_4338.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250722T180000
DTEND;TZID=America/Chicago:20250722T193000
DTSTAMP:20260406T082643
CREATED:20250626T194717Z
LAST-MODIFIED:20250626T194717Z
UID:14487-1753207200-1753212600@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement\, Are We There Yet? | 7/22/2025
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-7-22-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250723T120000
DTEND;TZID=America/Chicago:20250723T130000
DTSTAMP:20260406T082643
CREATED:20250709T191846Z
LAST-MODIFIED:20250709T191846Z
UID:14508-1753272000-1753275600@events.annexwealth.com
SUMMARY:WEBINAR | What The Big Beautiful Bill Means For Your Taxes & Retirement | 7/23/2025
DESCRIPTION:The new spending bill might mean changes to your everyday life\, from buying a car to saving for school to charitable giving. In our first webinar\, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation\, talk through the questions we’ve received\, and field your concerns.
URL:https://events.annexwealth.com/event/webinar-what-the-big-beautiful-bill-means-for-your-taxes-retirement-7-23-2025/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250709141549-scaled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250730T123000
DTEND;TZID=America/Chicago:20250730T130000
DTSTAMP:20260406T082643
CREATED:20250724T182012Z
LAST-MODIFIED:20250724T182012Z
UID:14538-1753878600-1753880400@events.annexwealth.com
SUMMARY:WEBINAR | How The OBBBA Might Change Your Obamacare | 7/30/2025
DESCRIPTION:Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or ‘The One Big Beautiful Bill Act’) which could have huge implications for ACA.\n\n\n\n\n\n\n\nHow might your retirement planning and healthcare planning change? Join us for this informative\, interactive web event to find out.
URL:https://events.annexwealth.com/event/how-the-obbba-might-change-your-obamacare/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250724131933-scaled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250730T150000
DTEND;TZID=America/Chicago:20250730T153000
DTSTAMP:20260406T082643
CREATED:20250624T162839Z
LAST-MODIFIED:20250624T162839Z
UID:14472-1753887600-1753889400@events.annexwealth.com
SUMMARY:WEBINAR |  Instant Insight: The Fed & the Markets | 7/30/2025
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-7-30-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250730T170000
DTEND;TZID=America/Chicago:20250730T183000
DTSTAMP:20260406T082643
CREATED:20250626T221143Z
LAST-MODIFIED:20250626T221143Z
UID:14489-1753894800-1753900200@events.annexwealth.com
SUMMARY:MEQUON | Destination: Retirement\, Are We There Yet? | 7/30/2025
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/mequon-destination-retirement-are-we-there-yet-7-30-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250801T090000
DTEND;TZID=America/Chicago:20250801T093000
DTSTAMP:20260406T082643
CREATED:20250722T194028Z
LAST-MODIFIED:20250722T194028Z
UID:14526-1754038800-1754040600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 8/1/2025
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-8-1-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250811T123000
DTEND;TZID=America/Chicago:20250811T130000
DTSTAMP:20260406T082643
CREATED:20250804T162758Z
LAST-MODIFIED:20250804T162758Z
UID:14557-1754915400-1754917200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & Roth Conversion | 8/11/2025
DESCRIPTION:You’re working on your financial future with thoughts of proactive tax planning\, including the oh-so-popular Roth conversion strategy. And then… OBBBA is signed into law. Well\, the Annex team has reviewed all 900 pages of the law – especially\, the 400 which are tax provisions. Join us for Instant Insight: OBBBA & Roth Conversions\, a brief\, insightful interactive update where we’ll discuss: \n\nHow The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies\nNew Tax Deductions & Their Potential Impact on Roth Conversions\nStrategic Planning to Navigate Phaseouts and Tax Cliffs
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-roth-conversion-8-11-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250812T090000
DTEND;TZID=America/Chicago:20250812T093000
DTSTAMP:20260406T082643
CREATED:20250722T200346Z
LAST-MODIFIED:20250722T200346Z
UID:14529-1754989200-1754991000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 8/12/2025
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-8-12-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250812T180000
DTEND;TZID=America/Chicago:20250812T193000
DTSTAMP:20260406T082643
CREATED:20250730T144559Z
LAST-MODIFIED:20250730T144559Z
UID:14549-1755021600-1755027000@events.annexwealth.com
SUMMARY:BROOKFIELD | What The Big Beautiful Bill Means For Your Taxes & Retirement | 8/12/2025
DESCRIPTION:The new spending bill might mean changes to your everyday life\, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you\, your taxes\, and your retirement plan. \nJoin us for an interactive presentation where we’ll discuss how the new law: \n\nChanges tax and your tax plan\nImpacts financial planning\nMay provide opportunities for your future
URL:https://events.annexwealth.com/event/brookfield-what-the-big-beautiful-bill-means-for-your-taxes-retirement-8-12-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250814T123000
DTEND;TZID=America/Chicago:20250814T130000
DTSTAMP:20260406T082643
CREATED:20250804T173013Z
LAST-MODIFIED:20250804T173013Z
UID:14562-1755174600-1755176400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & Education Planning | 8/14/2025
DESCRIPTION:The OBBBA’s 900 pages addressed many facets of financial planning\, including strategies for caring for your family through a thoughtful educational plan. Join us for Instant Insight: OBBBA & Education Planning\, a brief\, insightful interactive update where we’ll discuss: \n\nWhat new provisions of the law affect planning for the cost of education?\n529 Plan changes – let’s review them\nAre there new savings options?
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-education-planning-8-14-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250814T151500
DTEND;TZID=America/Chicago:20250814T160000
DTSTAMP:20260406T082643
CREATED:20250806T193941Z
LAST-MODIFIED:20250806T193941Z
UID:14581-1755184500-1755187200@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 8/14/2025
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-8-14-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250819T123000
DTEND;TZID=America/Chicago:20250819T130000
DTSTAMP:20260406T082643
CREATED:20250804T190457Z
LAST-MODIFIED:20250804T190457Z
UID:14565-1755606600-1755608400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & Charitable Giving | 8/19/2025
DESCRIPTION:The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Join us for Instant Insight: OBBBA & Charitable Giving\, a brief\, insightful interactive update where we’ll discuss:\n\n\nNew Charitable Deduction for Non-Itemizers\nNew Floor on itemized deductions – a must know!\nPlan giving to optimize deductions and lower your lifetime tax bill
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-charitable-giving-8-19-2025/
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