WOMEN & WEALTH | An Evening of Passion Assets & Wine Tasting | 3/20/2025
2025-03-20 18:00 - 20:00 (America/Chicago)
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 a local sommelier.

WEBINAR | Planning Through 2025 Volatility | 3/24/2025
2025-03-24 13:00 - 14:00
Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.

BROOKFIELD | Single in Retirement: Financial Planning Strategies | 3/26/2025
2025-03-26 18:00 - 19:30
About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

BROOKFIELD | Saving the Family Cottage | 4/3/2025
2025-04-03 18:00 - 19:30
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.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 4/4/25
2025-04-04 09:00 - 09:30
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.

WEBINAR | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/9/2025
2025-04-09 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!
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.

MEQUON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30
Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join 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.

MADISON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30
Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy.
Join Annex Wealth Management’s Director of Equity Research, Jason Cooper, CFA® and Branch Director, Mark Pent as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: Inflation Trends | 4/10/25
2025-04-10 09:00 - 09:30

WEBINAR | Tariffs: How They Could Affect Your Portfolio | 4/10/2025
2025-04-10 11:00 - 12:00
Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs, how are they implemented, and what sectors of the economy could benefit if they’re put in place?
Join us on April 10th at 11:00 am for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, and WISNs Dan O’Donnell will discuss and take your questions.

WEBINAR | Navigating the Markets | 4/10/2025
2025-04-10 15:15 - 16:00
Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy.

Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.

PFISTER | Navigating the Markets | 4/10/2025
2025-04-10 16:00 - 17:30

BROOKFIELD | Are Annuities Worth It? | 4/10/2025
2025-04-10 18:00 - 19:30
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.
*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.

WEBINAR | Financial Literacy Series: Cash Connection | 4/15/2025
2025-04-15 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!
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?

WEBINAR | 5 Planning Possibilities For 2025. And What You Can Do Now. | 4/17/2025
2025-04-17 12:00 - 13:00
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.
