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DTSTART;TZID=America/Chicago:20250910T173000
DTEND;TZID=America/Chicago:20250910T190000
DTSTAMP:20260403T130707
CREATED:20250828T192144Z
LAST-MODIFIED:20250828T192144Z
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SUMMARY:LAKE COUNTRY | Navigating The Markets | 9/10/2025
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 Director of Research\, Matt Morzy\, CFP®\, as he shares with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/lake-country-navigating-the-markets-9-10-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250911T090000
DTEND;TZID=America/Chicago:20250911T093000
DTSTAMP:20260403T130707
CREATED:20250829T163016Z
LAST-MODIFIED:20250829T163016Z
UID:14599-1757581200-1757583000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 9/11/2025
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-9-11-2025/
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:20250911T120000
DTEND;TZID=America/Chicago:20250911T124500
DTSTAMP:20260403T130707
CREATED:20250828T195746Z
LAST-MODIFIED:20250828T195746Z
UID:14593-1757592000-1757594700@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 9/11/2025
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 Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-9-11-2025/
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:20250917T150000
DTEND;TZID=America/Chicago:20250917T153000
DTSTAMP:20260403T130707
CREATED:20250829T170515Z
LAST-MODIFIED:20250829T170515Z
UID:14603-1758121200-1758123000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 9/17/2025
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-9-17-2025/
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:20250918T180000
DTEND;TZID=America/Chicago:20250918T200000
DTSTAMP:20260403T130707
CREATED:20250903T162215Z
LAST-MODIFIED:20250903T162215Z
UID:14607-1758218400-1758225600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Your Prosperity Picture: Giving Vision To Your Goals | 9/18/2025
DESCRIPTION:You’ve worked hard for your career. Now you deserve to play hard – for what could be several decades. Have you ever mapped out your retirement life? In this workshop we cover a five-step system designed to offer you a fresh interactive view of your money and life. Through an entertaining\, interactive\, and inspirational approach to creating prosperity\, we will help you visualize your goals and understand what resources you have to make them happen. Come join us as we storyboard our futures!
URL:https://events.annexwealth.com/event/women-wealth-your-prosperity-picture-giving-vision-to-your-goals-9-18-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/09/Image20250903112139.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250924T110000
DTEND;TZID=America/Chicago:20250924T120000
DTSTAMP:20260403T130707
CREATED:20250917T203734Z
LAST-MODIFIED:20250917T203734Z
UID:14646-1758711600-1758715200@events.annexwealth.com
SUMMARY:WEBINAR | Ask Annex Anything | 9/24/2025
DESCRIPTION:Join Dan O’Donnell in asking Annex Wealth Management the hard questions about planning\, the economy\, and your money.\nYou might have wondered why the headlines say inflation is going down when it seems like your grocery bill doesn’t agree. Or perhaps you’re wondering if the “60/40 rule” is still appropriate. \nWhether it’s alts\, digital currency\, or quarterly earnings\, CEO Dave Spano and Brian Jacobsen\, Annex Wealth Management’s Chief Economist\, will be ready to handle what’s on your mind. Ask away. \nHave a question? You can send it in early and let Dan ask for you\, or join us online to ask Annex directly.
URL:https://events.annexwealth.com/event/webinar-ask-annex-anything-9-24-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/09/Image20250917153419.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250924T180000
DTEND;TZID=America/Chicago:20250924T193000
DTSTAMP:20260403T130707
CREATED:20250829T184224Z
LAST-MODIFIED:20250829T184224Z
UID:14605-1758736800-1758742200@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement. Are We There Yet? | 9/24/2025
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-9-24-2025/
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:20251003T090000
DTEND;TZID=America/Chicago:20251003T093000
DTSTAMP:20260403T130707
CREATED:20250926T180853Z
LAST-MODIFIED:20250926T180853Z
UID:14654-1759482000-1759483800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Government Shutdown & The Economy | 10/3/2025
DESCRIPTION:Your retirement goals matter.\n\n\n\n\n\n\n\n\n\n\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-the-economic-outlook-10-3-2025/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/09/Image20251001114428.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251004T080000
DTEND;TZID=America/Chicago:20251004T120000
DTSTAMP:20260403T130707
CREATED:20250905T145238Z
LAST-MODIFIED:20250905T145238Z
UID:14616-1759564800-1759579200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need to Know About Divorce | 10/4/2025
DESCRIPTION: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. \nTopics Addressed Include: \n\nLegal processes\nChild support and maintenance\nPotential tax consequences\nConsiderations around your house\nAsset splitting considerations\nCare for self and the family\nDealing  with a contentious divorce
URL:https://events.annexwealth.com/event/women-wealth-what-women-need-to-know-about-divorce-10-4-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/09/Image20250905095154.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251007T180000
DTEND;TZID=America/New_York:20251007T200000
DTSTAMP:20260403T130707
CREATED:20250905T200142Z
LAST-MODIFIED:20250905T200142Z
UID:14620-1759860000-1759867200@events.annexwealth.com
SUMMARY:NAPLES | Single in Retirement: Financial Planning Strategies | 10/7/2025
DESCRIPTION:About 28% 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.
URL:https://events.annexwealth.com/event/naples-single-in-retirement-financial-planning-strategies-10-7-2025/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/09/naples-single-in-retirement.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251008T110000
DTEND;TZID=America/Chicago:20251008T113000
DTSTAMP:20260403T130707
CREATED:20250929T211931Z
LAST-MODIFIED:20250929T211931Z
UID:14663-1759921200-1759923000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Will ACA Rates Jump? | 10/8/2025
DESCRIPTION:What Gridlock & Government Spending Mean For Your Health Coverage \n\nEnhanced Affordable Care Act (ACA) subsidies are set to expire at the end of this year. While Congress debates government funding and shutdown threats\, there is talk of striking a deal to extend these subsidies. For those on ACA coverage—or plan to enroll soon—the stakes are high: without an extension\, monthly premiums could rise sharply. The greatest impact may be on those with higher incomes or accumulated wealth\, as well as early retirees under 65 who aren’t yet eligible for Medicare. This session will break down what’s at risk and what it could mean for you personally.
URL:https://events.annexwealth.com/event/webinar-instant-insight-will-aca-rates-jump-10-8-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/09/Image20250929171818.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251009T120000
DTEND;TZID=America/Chicago:20251009T130000
DTSTAMP:20260403T130707
CREATED:20250926T213250Z
LAST-MODIFIED:20250926T213250Z
UID:14660-1760011200-1760014800@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 10/9/2025
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 Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-10-9-2025/
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:20251014T180000
DTEND;TZID=America/Chicago:20251014T200000
DTSTAMP:20260403T130707
CREATED:20251002T161537Z
LAST-MODIFIED:20251002T161537Z
UID:14678-1760464800-1760472000@events.annexwealth.com
SUMMARY:BROOKFIELD | Year End Tax Planning | 10/14/2025
DESCRIPTION:Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill\nLearn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!\nLearn what to do right now\, during the months of October and November\, the “sweet spot” for year-end tax planning.\nSee how running a “mock” tax return now can uncover opportunities to optimize your plan
URL:https://events.annexwealth.com/event/brookfield-year-end-tax-planning-10-14-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/End-Of-Year-Tax-Planning-2025-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251015T090000
DTEND;TZID=America/Chicago:20251015T093000
DTSTAMP:20260403T130707
CREATED:20250926T181017Z
LAST-MODIFIED:20250926T181017Z
UID:14656-1760518800-1760520600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 10/15/2025
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-10-15-2025/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250722150243.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251016T180000
DTEND;TZID=America/Chicago:20251016T200000
DTSTAMP:20260403T130707
CREATED:20251002T143542Z
LAST-MODIFIED:20251002T143542Z
UID:14673-1760637600-1760644800@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Understanding Eldercare & Pre-Planning Final Arrangements | 10/16/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/women-wealth-understanding-eldercare-pre-planning-final-arrangements-10-16-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/Image20251002093414.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251020T120000
DTEND;TZID=America/Chicago:20251020T123000
DTSTAMP:20260403T130707
CREATED:20251001T172429Z
LAST-MODIFIED:20251001T172429Z
UID:14670-1760961600-1760963400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & Roth Conversion | 10/20/2025
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-10-20-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/Image20251001122142.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251021T153000
DTEND;TZID=America/Chicago:20251021T163000
DTSTAMP:20260403T130707
CREATED:20250918T200446Z
LAST-MODIFIED:20250918T200446Z
UID:14650-1761060600-1761064200@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 10/21/2025
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. Join WTMJ’s\, Steve Scaffidi along with Annex Wealth Management’s Director of Financial Planning\, Eric Strom\, CFP®\, EA and Senior Financial Planner\, Tom Berkholtz\, CFP®\, EA\, ECA as they 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-10-21-2025/
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:20251024T110000
DTEND;TZID=America/Chicago:20251024T113000
DTSTAMP:20260403T130707
CREATED:20251015T195705Z
LAST-MODIFIED:20251015T195705Z
UID:14707-1761303600-1761305400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Social Security Updates For 2026 | 10/24/2025
DESCRIPTION:This webinar will cover important updates to Social Security for 2026. We will cover changes that could affect those receiving benefits along with those paying Social Security taxes.
URL:https://events.annexwealth.com/event/webinar-instant-insight-social-security-updates-for-2026-10-24-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/Image20251015144728.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251027T180000
DTEND;TZID=America/Chicago:20251027T200000
DTSTAMP:20260403T130707
CREATED:20251006T155354Z
LAST-MODIFIED:20251006T155354Z
UID:14684-1761588000-1761595200@events.annexwealth.com
SUMMARY:BROOKFIELD | Year End Tax Planning | 10/27/2025
DESCRIPTION:Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill\nLearn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!\nLearn what to do right now\, during the months of October and November\, the “sweet spot” for year-end tax planning.\nSee how running a “mock” tax return now can uncover opportunities to optimize your plan\nReceive our free guide\, Optimizing Through Change. 2025 Year-End Tax Planning\, at this event. 
URL:https://events.annexwealth.com/event/brookfield-year-end-tax-planning-10-27-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/End-Of-Year-Tax-Planning-2025-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251029T113000
DTEND;TZID=America/Chicago:20251029T130000
DTSTAMP:20260403T130707
CREATED:20251009T205821Z
LAST-MODIFIED:20251009T205821Z
UID:14696-1761737400-1761742800@events.annexwealth.com
SUMMARY:APPLETON | What The One Big Beautiful Bill Means For Your Taxes & Retirement | 10/29/2025
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 may: \n\nChange tax and your tax plan\nImpact financial planning\nProvide opportunities for your future
URL:https://events.annexwealth.com/event/appleton-what-the-one-big-beautiful-bill-means-for-your-taxes-retirement-10-29-2025/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/The-Big-Beautiful-Bill_ONE-BIG-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251029T150000
DTEND;TZID=America/Chicago:20251029T153000
DTSTAMP:20260403T130707
CREATED:20250926T181118Z
LAST-MODIFIED:20250926T181118Z
UID:14658-1761750000-1761751800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & The Markets | 10/29/2025
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-10-29-2025/
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:20251104T180000
DTEND;TZID=America/Chicago:20251104T193000
DTSTAMP:20260403T130707
CREATED:20251007T195159Z
LAST-MODIFIED:20251007T195159Z
UID:14686-1762279200-1762284600@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination Retirement: Are We There Yet? | 11/4/2025
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-11-4-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251107T090000
DTEND;TZID=America/Chicago:20251107T093000
DTSTAMP:20260403T130707
CREATED:20251103T165307Z
LAST-MODIFIED:20251103T165307Z
UID:14717-1762506000-1762507800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 11/7/2025
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-11-7-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T090000
DTEND;TZID=America/Chicago:20251113T093000
DTSTAMP:20260403T130707
CREATED:20251105T180334Z
LAST-MODIFIED:20251105T180334Z
UID:14722-1763024400-1763026200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 11/13/2025
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-11-13-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T120000
DTEND;TZID=America/Chicago:20251113T130000
DTSTAMP:20260403T130707
CREATED:20251105T171054Z
LAST-MODIFIED:20251105T171054Z
UID:14720-1763035200-1763038800@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 11/13/2025
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\n\n\n\n\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-11-13-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T180000
DTEND;TZID=America/Chicago:20251113T193000
DTSTAMP:20260403T130707
CREATED:20251010T204838Z
LAST-MODIFIED:20251010T204838Z
UID:14699-1763056800-1763062200@events.annexwealth.com
SUMMARY:MEQUON | Year End Tax Planning | 11/13/2025
DESCRIPTION:Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill\nLearn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!\nLearn what to do right now\, during the months of October and November\, the “sweet spot” for year-end tax planning.\nSee how running a “mock” tax return now can uncover opportunities to optimize your plan\nReceive our free guide\, Optimizing Through Change. 2025 Year-End Tax Planning\, at this event. 
URL:https://events.annexwealth.com/event/mequon-year-end-tax-planning-11-13-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251118T130000
DTEND;TZID=America/Chicago:20251118T140000
DTSTAMP:20260403T130707
CREATED:20251027T134525Z
LAST-MODIFIED:20251027T134525Z
UID:14714-1763470800-1763474400@events.annexwealth.com
SUMMARY:WEBINAR | Year End Tax Planning | 11/18/2025
DESCRIPTION:Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill\nLearn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!\nLearn what to do right now\, during the months of October and November\, the “sweet spot” for year-end tax planning.\nSee how running a “mock” tax return now can uncover opportunities to optimize your plan
URL:https://events.annexwealth.com/event/webinar-year-end-tax-planning-11-18-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251120T090000
DTEND;TZID=America/Chicago:20251120T093000
DTSTAMP:20260403T130707
CREATED:20251117T150326Z
LAST-MODIFIED:20251117T150326Z
UID:14726-1763629200-1763631000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 11/20/2025
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-the-economic-outlook-11-20-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251120T180000
DTEND;TZID=America/Chicago:20251120T200000
DTSTAMP:20260403T130707
CREATED:20251013T191946Z
LAST-MODIFIED:20251013T191946Z
UID:14701-1763661600-1763668800@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 11/20/2025
DESCRIPTION:About 28% 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.
URL:https://events.annexwealth.com/event/women-wealth-single-in-retirement-financial-planning-strategies-11-20-2025/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251205T090000
DTEND;TZID=America/Chicago:20251205T093000
DTSTAMP:20260403T130707
CREATED:20251126T172536Z
LAST-MODIFIED:20251126T172536Z
UID:14735-1764925200-1764927000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 12/5/2025
DESCRIPTION:Your retirement goals matter.\n\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-the-economic-outlook-12-5-2025/
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