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WOMEN & WEALTH | The Sandwich Generation | 8/15/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of  their own children (even adult ones) in some capacity.  Join us as we discuss challenges of caretaking  for multiple generations and share our own coping strategies.

BROOKFIELD | Destination Retirement: Are We There Yet? | 8/20/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Do  you know your route – and your obstacles – to retirement? Are 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: using smart tax planning and thoughtful  […]

WEBINAR | Alternatives: When Are They The Right Tool For The Right Job? | 8/22/24

Online Event WI, United States

Alternative investments encompass a wide range of strategies. Join Annex Wealth Management's Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Annex Private Client, Brandon Lehman, CFP® as we discuss what alternative investments are, the risks associated with them, and how they can be used in a portfolio. This webinar is […]

WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24

Online Event WI, United States

In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brain Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric Strom, CFP®, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense […]

WEBINAR | The 401(k) Roadmap: Saving, Investing, & Securing Your Future | 9/6/24

Online Event WI, United States

Join Annex Wealth Managements Director of Retirement Plan Services, Tom Parks and WTMJ Host, Steve Scaffidi for an informative webinar on the essentials of 401(k) plans and why they are important for your financial future! In this webinar, you will learn: The basics of 401(k) plans and their benefits Steps to be involved in a […]

WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Annex brings together family law attorneys, financial planners, counselors, and real  estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for themselves and their family during  this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]

LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 9/11/24

Annex Wealth Management Lake Country Office 2301 Sun Valley Dr, Suite 100, Delafield, WI, United States

We're bringing Investment Intel to Delafield! 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 financial markets and the […]

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 9/11/24

Annex Wealth Management Mequon Office 12200 Corporate Parkway, Mequon, WI, United States

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 financial markets and the economy.