Annex Wealth Management

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements
2024-04-18 18:00 - 20:00 (America/Chicago)
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 (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!

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 (America/Chicago)
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 (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!
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 (America/Chicago)
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 (America/Chicago)
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 (America/Chicago)
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 (America/Chicago)
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 (America/Chicago)

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

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

WEBINAR | Is America's Debt Economic Quicksand? What It Means To Your Financial Plan | 3/12/24
2024-03-12 10:00 - 11:00 (America/Chicago)
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.

WOMEN & WEALTH | What Women Need To Know About Divorce | 3/9/24
2024-03-09 08:30 - 12:00 (America/Chicago)
Join us at our Brookfield location for this informative and educational workshop.
Address: 17950 W. Corporate Dr, Brookfield, WI 53045
Doors Open at 8:00 a.m.
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 considerations
Care for self and the family
Dealing with a contentious divorce

NAPLES | Women's Guide To Preparing For The Unexpected
2024-02-28 16:00 - 18:00 (America/New_York)
A comprehensive guide to planning and preparing for the unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”
This event begins at 4:00 p.m. ET

APPLETON | Saving The Family Cottage | 2/21/24
2024-02-21 18:00 - 19:30 (America/Chicago)
When multiple family members inherit a vacation home together, many problems can arise.
One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of the hands of creditors and divorce settlements, and making a smooth transition from generation to generation.

BROOKFIELD | Destination: Retirement. Are We There Yet?
2024-02-20 18:00 - 19:30 (America/Chicago)
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 timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing.
You’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.
