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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251014T180000
DTEND;TZID=America/Chicago:20251014T200000
DTSTAMP:20260403T131745
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:20260403T131745
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:20260403T131745
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:20260403T131745
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:20260403T131745
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:20260403T131745
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:20260403T131745
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:20260403T131745
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:20260403T131745
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:20260403T131745
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/
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:20251107T090000
DTEND;TZID=America/Chicago:20251107T093000
DTSTAMP:20260403T131745
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250722143739.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T090000
DTEND;TZID=America/Chicago:20251113T093000
DTSTAMP:20260403T131745
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/
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:20251113T120000
DTEND;TZID=America/Chicago:20251113T130000
DTSTAMP:20260403T131745
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/
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:20251113T180000
DTEND;TZID=America/Chicago:20251113T193000
DTSTAMP:20260403T131745
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/
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:20251118T130000
DTEND;TZID=America/Chicago:20251118T140000
DTSTAMP:20260403T131745
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/Image20251027094253.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251120T090000
DTEND;TZID=America/Chicago:20251120T093000
DTSTAMP:20260403T131745
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250722143739.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251120T180000
DTEND;TZID=America/Chicago:20251120T200000
DTSTAMP:20260403T131745
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/Image20251013141804.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251205T090000
DTEND;TZID=America/Chicago:20251205T093000
DTSTAMP:20260403T131745
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250722143739.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251210T090000
DTEND;TZID=America/Chicago:20251210T093000
DTSTAMP:20260403T131745
CREATED:20251126T172725Z
LAST-MODIFIED:20251126T172725Z
UID:14737-1765357200-1765359000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 12/10/2025
DESCRIPTION:A thief in your savings?\n\n\n\n\n\n\n\n\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-12-10-2025/
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:20251210T150000
DTEND;TZID=America/Chicago:20251210T153000
DTSTAMP:20260403T131745
CREATED:20251126T174814Z
LAST-MODIFIED:20251126T174814Z
UID:14739-1765378800-1765380600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 12/10/2025
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-12-10-2025/
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:20251211T120000
DTEND;TZID=America/Chicago:20251211T130000
DTSTAMP:20260403T131745
CREATED:20251126T192448Z
LAST-MODIFIED:20251126T192448Z
UID:14742-1765454400-1765458000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 12/11/2025
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-12-11-2025/
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:20251218T180000
DTEND;TZID=America/Chicago:20251218T200000
DTSTAMP:20260403T131745
CREATED:20251126T162928Z
LAST-MODIFIED:20260130T032804Z
UID:14730-1766080800-1766088000@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Women\, Wealth & Investing With Confidence | 12/18/2025
DESCRIPTION:Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence” workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing. Through practical advice\, real-life examples\, and interactive discussions\, you’ll learn how to build a strong investment portfolio\, understand market trends\, and make informed financial decisions with confidence. Whether you’re a beginner or looking to enhance your investment strategy\, this workshop provides a supportive environment to help you achieve your financial goals.
URL:https://events.annexwealth.com/event/women-wealth-women-wealth-investing-with-confidence-12-18-2025/
CATEGORIES:Women & Wealth
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DTSTART;TZID=America/Chicago:20260108T180000
DTEND;TZID=America/Chicago:20260108T193000
DTSTAMP:20260403T131745
CREATED:20251209T202258Z
LAST-MODIFIED:20251209T202258Z
UID:14752-1767895200-1767900600@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement. Are We There Yet? | 1/8/2026
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-1-8-2026/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260109T090000
DTEND;TZID=America/Chicago:20260109T093000
DTSTAMP:20260403T131745
CREATED:20251211T205423Z
LAST-MODIFIED:20251211T205423Z
UID:14758-1767949200-1767951000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 1/9/2026
DESCRIPTION:Your retirement goals matter.\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-1-9-2026/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260113T090000
DTEND;TZID=America/Chicago:20260113T093000
DTSTAMP:20260403T131745
CREATED:20251211T211433Z
LAST-MODIFIED:20260112T171014Z
UID:14760-1768294800-1768296600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 1/13/2026
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 \n\n\nRegister Now
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-1-13-2026/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260115T120000
DTEND;TZID=America/Chicago:20260115T130000
DTSTAMP:20260403T131745
CREATED:20251217T170251Z
LAST-MODIFIED:20260112T175241Z
UID:14767-1768478400-1768482000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 1/15/2026
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\nJoin Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee. \n\n\nRegister Now
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-1-15-2026/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260120T130000
DTEND;TZID=America/Chicago:20260120T140000
DTSTAMP:20260403T131745
CREATED:20251218T191532Z
LAST-MODIFIED:20260112T175305Z
UID:14775-1768914000-1768917600@events.annexwealth.com
SUMMARY:WEBINAR | Selling A Business: Where to Start | 1/20/2026
DESCRIPTION:If you’re about to or considering selling your business\, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar\, Annex Wealth Management’s Anthony Mlachnik and Brian Lamborne will discuss many of the key questions you may ask\, including who you should consult with\, what tasks you should prioritize\, and when you’re ready to make your move.  Join Anthony\, Brian and WTMJ’s Steve Scaffidi for this informative webinar! \n\n\nRegister Now
URL:https://events.annexwealth.com/event/webinar-selling-a-business-where-to-start-1-20-2026/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260120T180000
DTEND;TZID=America/New_York:20260120T200000
DTSTAMP:20260403T131745
CREATED:20251208T193251Z
LAST-MODIFIED:20260112T175332Z
UID:14748-1768932000-1768939200@events.annexwealth.com
SUMMARY:NAPLES | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 1/20/2026
DESCRIPTION:Join us for an educational and engaging event complete with hors d’oeuvres and refreshments. \n\nDiscover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. This session explores forward-thinking financial planning and tax strategies designed to help you make the most of evolving charitable provisions. We’ll break down opportunities for both itemizers and non-itemizers\, highlight enhanced deductions\, and review powerful giving tools such as Qualified Charitable Distributions (QCDs) and donor-advised funds (DAFs). Attendees will leave with a clear understanding of how coordinated planning can elevate their giving\, reduce taxes\, and create a more meaningful philanthropic legacy. \n\n*Doors open to guests at 6:00pm EST\n*Presentation begins at 6:30pm EST \n\nRegister Now
URL:https://events.annexwealth.com/event/naples-the-art-of-giving-tax-savvy-strategies-for-greater-impact-1-19-2026/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260121T120000
DTEND;TZID=America/Chicago:20260121T133000
DTSTAMP:20260403T131745
CREATED:20251219T173617Z
LAST-MODIFIED:20260112T175357Z
UID:14778-1768996800-1769002200@events.annexwealth.com
SUMMARY:PFISTER | Navigating the Markets 2026 & Beyond | 1/21/2026
DESCRIPTION:What makes 2026 different – and what it means for your plan. \nMid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones\, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Dave Spano and Brian Jacobsen will review key data points and adjustments you should consider when updating your financial plan. \n\nRegister Now
URL:https://events.annexwealth.com/event/pfister-navigating-the-markets-2026-beyond/
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260121T170000
DTEND;TZID=America/Chicago:20260121T190000
DTSTAMP:20260403T131745
CREATED:20260107T175429Z
LAST-MODIFIED:20260205T152436Z
UID:14786-1769014800-1769022000@events.annexwealth.com
SUMMARY:WHITEFISH BAY | Open House | 1/21/2026
DESCRIPTION:An open house at Annex Wealth Management’s Whitefish Bay Branch (formerly WFA).  Meet your team and learn how Annex expertise can support you and your plans. \nRegistrations strongly encouraged.
URL:https://events.annexwealth.com/event/whitefish-bay-open-house-1-21-2026/
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