Annex Wealth Management

WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/24
2024-04-30 12:00 - 13:00 (America/Chicago)
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!

While knowing may be half the battle, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month, and how you can turn them into action as you can work toward a more secure financial future.

WEBINAR | Cash On The Sidelines: How To Make It Work | 4/25/24
2024-04-25 13:00 - 14:00
Insights on how to manage the cash and fixed income portion of your portfolio.
Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and Deanne Phillips, CFP®, CDFA®, ABFP℠, Director of Client Learning and Development, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment. As always, we’re leaving time for your questions during the presentation.

BROOKFIELD | Investigating Bonds: Corporate vs. Munis | 4/24/24
2024-04-24 18:00 - 19:30
Bonds often play a part in a balanced portfolio.
As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types of bonds make sense at this time. In this workshop, we’ll discuss the current bond environment, and the role different types of bonds could play in your portfolio.

WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/24
2024-04-23 13:00 - 14:00
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
Join us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk, and exhibiting a little bit of patience can also have a positive effect. We’ll review investment basics, both technical and behavioral. Whether you are new to investing, need to phone a friend, or are the expert your friends call in tough situations, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements
2024-04-18 18:00 - 20:00
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options, as well as end of life pre-planning options.

WEBINAR | Financial Literacy Series: Cash Connection | 4/17/24
2024-04-17 12:00 - 13:00
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!

Could better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection.
During this interactive workshop, we’ll challenge you with a wide range of questions, like “What’s the difference between a tax credit and a tax deduction? Or Which is better, baseline budgeting or zero-based budgets?

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 4/11/24
2024-04-11 16:00 - 17:30
Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the economy.

WEBINAR | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/10/24
2024-04-10 14:00 - 15:00
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
In our most interactive workshop of the series, we’ll ask questions which help paint a picture of life for the American consumer. From saving to spending, from crypto to cash management, give your answers – and compare your success to our “expert” 6th grader, Lola. What have you learned since graduating elementary school? Here’s your chance to find out as we lay a foundation for our journey through Financial Literacy Month.

BROOKFIELD | Financial Planning In A Changing Tax World | 4/9/24
2024-04-09 18:00 - 19:30
How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

BROOKFIELD | Election Year Investment Myths | 3/27/24
2024-03-27 18:00 - 19:30
Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb” as you calibrate your financial plan.

WOMEN & WEALTH | Shattering the Myth of the Glass Ceiling | 3/26/24
2024-03-26 17:00 - 19:00
WOMEN & WEALTH | CONVERSATION CAFÉ
In celebration of Women’s History Month, join Annex Wealth Management and former member of the Wisconsin State Senate, Leah Vukmir, as we explore “Shattering the Myth of the Glass Ceiling – What are the Real Challenges Facing Women in the Workforce?”
Annex’s Women & Wealth program presents a special conversation for women of all ages on Tuesday, March 26th at our Annex, Brookfield location from 5:00-7:00pm. Bring a friend or two, and join us in the discussion as Leah Vukmir leads in a collaborative dialogue centered around what it takes, and the obstacles we need to face and overcome. We will tap into, channel and bring our ideas to the table and feel empowered as women in the workplace.

WOMEN & WEALTH | Workout For Better Wealth, Health, & Self | 3/21/24
2024-03-21 18:00 - 20:00
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
From our first memories, women have unique perspectives, stories, and aspirations around money. Join us for a restorative Yoga session designed for the body to release tension and deeply relax, paired with a discussion around our holistic vision of financial wellbeing; including the role money has in our lives. We will focus on money beliefs and financial challenges unique to women and take away ideas on how we can address those challenges.
(No prior yoga experience needed.)

MEQUON | Election Year Investment Myths | 3/20/24
2024-03-20 18:00 - 19:30

WEBINAR | Election Year Investment Myths | 3/19/24
2024-03-19 14:00 - 15:00

MEQUON | Investment Intel: A 20 Minute Brief on the Markets & the Economy | 3/14/24
2024-03-14 16:00 - 17:00

WEBINAR | Is America's Debt Economic Quicksand? What It Means To Your Financial Plan | 3/12/24
2024-03-12 10:00 - 11:00
Practically everyone has seen the foreboding headlines about debt (both personal and governmental). What does this growing amount of debt mean to the economy and our individual bottom line? In this webinar, moderated by WTMJ’s John Mercure, Annex Wealth Management’s President and CEO Dave Spano will answer hard questions and provide reasoned insight to cast light on your debt concerns.
