BROOKFIELD | Year End Tax Planning | 10/14/2025
2025-10-14 18:00 - 20:00 (America/Chicago)
Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill
Learn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!
Learn what to do right now, during the months of October and November, the “sweet spot” for year-end tax planning.
See how running a “mock” tax return now can uncover opportunities to optimize your plan

WEBINAR | Instant Insight: Inflation Trends | 10/15/2025
2025-10-15 09:00 - 09:30 (America/Chicago)
A thief in your savings?
You 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.
Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll talk about how the recent inflation numbers affect you.
In about 15-20 minutes, Instant Insight: Inflation Trends will discuss:
· The trend in inflation – and how the markets and the Fed might respond
· Potential paths to navigate our current inflation picture
· Your questions and what may happen through the rest of the year

WOMEN & WEALTH | Understanding Eldercare & Pre-Planning Final Arrangements | 10/16/2025
2025-10-16 18:00 - 20:00 (America/Chicago)
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 | Instant Insight: OBBBA & Roth Conversion | 10/20/2025
2025-10-20 12:00 - 12:30 (America/Chicago)
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:

How The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies
New Tax Deductions & Their Potential Impact on Roth Conversions
Strategic Planning to Navigate Phaseouts and Tax Cliffs

WEBINAR | Understand Your WRS Pension Potential | 10/21/2025
2025-10-21 15:30 - 16:30 (America/Chicago)
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.

WEBINAR | Instant Insight: Social Security Updates For 2026 | 10/24/2025
2025-10-24 11:00 - 11:30 (America/Chicago)
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.

BROOKFIELD | Year End Tax Planning | 10/27/2025
2025-10-27 18:00 - 20:00 (America/Chicago)
Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill
Learn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!
Learn what to do right now, during the months of October and November, the “sweet spot” for year-end tax planning.
See how running a “mock” tax return now can uncover opportunities to optimize your plan
Receive our free guide, Optimizing Through Change. 2025 Year-End Tax Planning, at this event.

APPLETON | What The One Big Beautiful Bill Means For Your Taxes & Retirement | 10/29/2025
2025-10-29 11:30 - 13:00 (America/Chicago)
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.
Join us for an interactive presentation where we’ll discuss how the new law may:

Change tax and your tax plan
Impact financial planning
Provide opportunities for your future

WEBINAR | Instant Insight: The Fed & The Markets | 10/29/2025
2025-10-29 15:00 - 15:30 (America/Chicago)
How to stay informed – but trust your financial plan.
Some 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.
In about 15-20 minutes, Instant Insight: The Fed & The Markets will discuss:
· How the Fed’s announcement might affect your retirement plan
· Impacts of the Fed’s announcement on some of your life decisions, like finding a new home
· Your questions while helping you understand what may happen through the rest of the year

BROOKFIELD | Destination Retirement: Are We There Yet? | 11/4/2025
2025-11-04 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.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 11/7/2025
2025-11-07 09:00 - 09:30 (America/Chicago)
Your retirement goals matter.
Join 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.
In about 15-20 minutes, Jobs & the Economic Outlook will discuss:
· What the new jobs numbers mean for your investments or 401(k) allocations
· How those numbers might impact your lifestyle in retirement
· Your questions and provide context for the jobs announcement

WEBINAR | Instant Insight: Inflation Trends | 11/13/2025
2025-11-13 09:00 - 09:30 (America/Chicago)

WEBINAR | Navigating The Markets | 11/13/2025
2025-11-13 12:00 - 13:00 (America/Chicago)
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.

MEQUON | Year End Tax Planning | 11/13/2025
2025-11-13 18:00 - 19:30 (America/Chicago)

WEBINAR | Year End Tax Planning | 11/18/2025
2025-11-18 13:00 - 14:00 (America/Chicago)

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 11/20/2025
2025-11-20 09:00 - 09:30 (America/Chicago)

WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 11/20/2025
2025-11-20 18:00 - 20:00 (America/Chicago)
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.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 12/5/2025
2025-12-05 09:00 - 09:30 (America/Chicago)

WEBINAR | Instant Insight: Inflation Trends | 12/10/2025
2025-12-10 09:00 - 09:30 (America/Chicago)

WEBINAR | Instant Insight: The Fed & the Markets | 12/10/2025
2025-12-10 15:00 - 15:30 (America/Chicago)

WEBINAR | Navigating The Markets | 12/11/2025
2025-12-11 12:00 - 13:00 (America/Chicago)

WOMEN & WEALTH | Women, Wealth & Investing With Confidence | 12/18/2025
2025-12-18 18:00 - 20:00 (America/Chicago)
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.

BROOKFIELD | Destination: Retirement. Are We There Yet? | 1/8/2026
2026-01-08 18:00 - 19:30 (America/Chicago)

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 1/9/2026
2026-01-09 09:00 - 09:30 (America/Chicago)

WEBINAR | Instant Insight: Inflation Trends | 1/13/2026
2026-01-13 09:00 - 09:30 (America/Chicago)
A thief in your savings?
You 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.
Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll talk about how the recent inflation numbers affect you.
In about 15-20 minutes, Instant Insight: Inflation Trends will discuss:
· The trend in inflation – and how the markets and the Fed might respond
· Potential paths to navigate our current inflation picture
· Your questions and what may happen through the rest of the year

Register Now

WEBINAR | Navigating The Markets | 1/15/2026
2026-01-15 12:00 - 13:00 (America/Chicago)
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.

Register Now

WEBINAR | Selling A Business: Where to Start | 1/20/2026
2026-01-20 13:00 - 14:00 (America/Chicago)
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!

Register Now

NAPLES | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 1/20/2026
2026-01-20 18:00 - 20:00 (America/New_York)
Join us for an educational and engaging event complete with hors d’oeuvres and refreshments.

Discover 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.

*Doors open to guests at 6:00pm EST
*Presentation begins at 6:30pm EST

Register Now

PFISTER | Navigating the Markets 2026 & Beyond | 1/21/2026
2026-01-21 12:00 - 13:30 (America/Chicago)
What makes 2026 different – and what it means for your plan.
Mid-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.

Register Now

WHITEFISH BAY | Open House | 1/21/2026
2026-01-21 17:00 - 19:00 (America/Chicago)
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.
Registrations strongly encouraged.
