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DTSTART;TZID=America/Chicago:20251113T120000
DTEND;TZID=America/Chicago:20251113T130000
DTSTAMP:20260403T161444
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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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T180000
DTEND;TZID=America/Chicago:20251113T193000
DTSTAMP:20260403T161444
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:20260403T161445
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:20260403T161445
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:20260403T161445
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:20260403T161445
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:20260403T161445
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:20260403T161445
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:20260403T161445
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:20260403T161445
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
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/11/Image20251201115939.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260108T180000
DTEND;TZID=America/Chicago:20260108T193000
DTSTAMP:20260403T161445
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260109T090000
DTEND;TZID=America/Chicago:20260109T093000
DTSTAMP:20260403T161445
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Jobs-Gold.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260113T090000
DTEND;TZID=America/Chicago:20260113T093000
DTSTAMP:20260403T161445
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/
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:20260115T120000
DTEND;TZID=America/Chicago:20260115T130000
DTSTAMP:20260403T161445
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/NTM.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260120T130000
DTEND;TZID=America/Chicago:20260120T140000
DTSTAMP:20260403T161445
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/Image20251218131345.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260120T180000
DTEND;TZID=America/New_York:20260120T200000
DTSTAMP:20260403T161445
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/The-Art-of-Giving-Tax-Savvy-Strategies-for-Greater-Impact-Graphic-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260121T120000
DTEND;TZID=America/Chicago:20260121T133000
DTSTAMP:20260403T161445
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/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/Image20251219112729.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260121T170000
DTEND;TZID=America/Chicago:20260121T190000
DTSTAMP:20260403T161445
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/
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/01/Image20260107115121.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260122T180000
DTEND;TZID=America/Chicago:20260122T200000
DTSTAMP:20260403T161445
CREATED:20251217T205130Z
LAST-MODIFIED:20260205T152420Z
UID:14770-1769104800-1769112000@events.annexwealth.com
SUMMARY:MEQUON | Women Wealth & Wisdom: 2026 Love & Lies Unveiled | 1/22/2026
DESCRIPTION:Join us for this educational event where we will enjoy wine and charcuterie! \n\n\nIn the rapidly evolving digital landscape\, scams are becoming more sophisticated and harder to detect\, posing a significant threat in online interactions. This empowerment program is designed to equip you with the knowledge and tools necessary to identify and protect yourself against the latest scams. Diving into the most current tactics used by criminals\, exploring the common strategies and warning signs to watch for. Through real-life examples and expert insights\, you can build skills to navigate online interactions safely and responsibly. Supporting a safer online experience for you and your loved ones.
URL:https://events.annexwealth.com/event/mequon-women-wealth-wisdom-2026-love-lies-unveiled-1-22-2026/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/Image20251217155013.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260126T180000
DTEND;TZID=America/Chicago:20260126T193000
DTSTAMP:20260403T161445
CREATED:20260112T210658Z
LAST-MODIFIED:20260116T194028Z
UID:1378892-1769450400-1769455800@events.annexwealth.com
SUMMARY:APPLETON | Estate Planning with Wills\, Trusts and Beyond | 1/26/2026
DESCRIPTION:This presentation provides a practical overview of trusts and estate planning strategies designed to protect assets and beneficiaries. Led by an estate planning attorney and financial planner\, the session addresses common misconceptions\, the role of trusts in avoiding probate\, beneficiary designations\, inheritance protection planning\, and how integrated financial planning enhances long-term estate outcomes.
URL:https://events.annexwealth.com/event/appleton-understanding-trust-or-estate-planning-with-wills-trusts-and-beyond-1-26-2026/
LOCATION:Bubolz Nature Preserve\, 4815 N Lynndale Dr.\, Appleton\, WI\, 54913\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/01/Image20260116143818.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260128T150000
DTEND;TZID=America/Chicago:20260128T153000
DTSTAMP:20260403T161445
CREATED:20251211T211544Z
LAST-MODIFIED:20260205T152403Z
UID:14762-1769612400-1769614200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 1/28/2026
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-1-28-2026/
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:20260206T090000
DTEND;TZID=America/Chicago:20260206T093000
DTSTAMP:20260403T161445
CREATED:20260129T220017Z
LAST-MODIFIED:20260205T152349Z
UID:1380845-1770368400-1770370200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Updates & Asset Almanac | 2/6/2026
DESCRIPTION:The brief government shutdown has delayed the release of job data – but there’s still plenty of information calling for insight. Annex Wealth Management’s Chief Economic Strategist Brian Jacobsen will review key data points and introduce you to the Annex Wealth Management Asset Almanac.
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-the-economic-outlook-2-6-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/01/Image20260204160737.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260211T090000
DTEND;TZID=America/Chicago:20260211T093000
DTSTAMP:20260403T161445
CREATED:20260129T220148Z
LAST-MODIFIED:20260205T152315Z
UID:1380848-1770800400-1770802200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 2/11/2026
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-inflation-trends-2-11-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Jobs-Gold.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260211T180000
DTEND;TZID=America/Chicago:20260211T190000
DTSTAMP:20260403T161445
CREATED:20260123T171830Z
LAST-MODIFIED:20260205T152257Z
UID:1380799-1770832800-1770836400@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Navigating the Markets 2026 & Beyond | 2/11/2026
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 Director of Equity Research\, Jason Cooper\, CFA®\, and Wealth Advisor\, Austin Grandinetti\, CFP®\, will review key data points and adjustments you should consider when updating your financial plan.
URL:https://events.annexwealth.com/event/lake-country-navigating-the-markets-2026-beyond-2-11-2026/
LOCATION:Annex Wealth Management – Lake Country Branch Office\, 2301 Sun Valley Drive\, Suite 100\, Delafield\, WI\, 53018\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/Image20251219112729.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260212T120000
DTEND;TZID=America/Chicago:20260212T130000
DTSTAMP:20260403T161445
CREATED:20260130T160214Z
LAST-MODIFIED:20260205T152241Z
UID:1380861-1770897600-1770901200@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 2/12/2026
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.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-2-12-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/NTM.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260212T180000
DTEND;TZID=America/Chicago:20260212T193000
DTSTAMP:20260403T161445
CREATED:20260127T175318Z
LAST-MODIFIED:20260205T152140Z
UID:1380806-1770919200-1770924600@events.annexwealth.com
SUMMARY:BROOKFIELD | Single in Retirement: Financial Planning Strategies | 2/12/2026
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/brookfield-single-in-retirement-financial-planning-strategies-2-12-2026/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/01/Image20260127114807.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260213T090000
DTEND;TZID=America/Chicago:20260213T093000
DTSTAMP:20260403T161445
CREATED:20260204T180920Z
LAST-MODIFIED:20260205T152225Z
UID:1380906-1770973200-1770975000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 2/13/2026
DESCRIPTION:  \nA 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-2-13-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250722150243.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260219T180000
DTEND;TZID=America/Chicago:20260219T200000
DTSTAMP:20260403T161445
CREATED:20260130T193618Z
LAST-MODIFIED:20260205T152207Z
UID:1380863-1771524000-1771531200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Giving From The Heart: Where Purpose Meets Tax Planning | 2/19/2026
DESCRIPTION:Discover how meaningful giving can reflect your values and create lasting impact. Join a local panel of nonprofit leaders – alongside an in-house attorney – for an engaging discussion on today’s philanthropic trends\, diverse areas of giving\, and the many ways individuals and families can support causes they care about. Learn how charitable choices can align with smart tax planning and legacy goals\, helping you give with intention and clarity.
URL:https://events.annexwealth.com/event/women-wealth-giving-from-the-heart-where-purpose-meets-tax-planning-2-19-2026/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/01/Image20260130133455.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260303T180000
DTEND;TZID=America/Chicago:20260303T193000
DTSTAMP:20260403T161445
CREATED:20260217T215919Z
LAST-MODIFIED:20260219T162452Z
UID:1380958-1772560800-1772566200@events.annexwealth.com
SUMMARY:BROOKFIELD | Moving in Retirement | 3/3/2026
DESCRIPTION:Join us for a lively\, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision\, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes\, and why you should know the difference between residence and domicile.
URL:https://events.annexwealth.com/event/brookfield-moving-in-retirement-3-3-2026/
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/02/Image20260217165411-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260305T180000
DTEND;TZID=America/New_York:20260305T193000
DTSTAMP:20260403T161445
CREATED:20260211T212309Z
LAST-MODIFIED:20260211T212309Z
UID:1380944-1772733600-1772739000@events.annexwealth.com
SUMMARY:NAPLES | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | 3/5/2026
DESCRIPTION:Your most meaningful assets often aren’t the ones listed on a beneficiary form. They’re the items that tell your story — the art you’ve collected\, the jewelry you’ve loved\, the wine or sports card collection you curated\, even the cherished heirlooms tucked into your china cabinet. And yes\, even your pets. Yet these “passion assets” are frequently the most overlooked in estate and transition planning. \n  \nJoin us for an intimate\, educational workshop\, where a seasoned financial planner and a professional estate appraiser share practical strategies for thoughtfully transferring treasured possessions. Learn how to: \n·    Create a clear transition plan for collectibles\, antiques\, and heirlooms \n·    Decide when to gift\, sell\, donate\, or bequeath special items \n·    Reduce family conflict and confusion around sentimental assets \n·    Align your legacy wishes with the true value — financial and emotional — of your belongings \n·    Plan for unique assets\, including your pets \n  \nWe’ll discuss real-world examples and proven approaches to divesting and distributing beloved objects in a way that feels intentional\, tax-aware\, and personally meaningful. \nFollowing the presentation\, enjoy a curated tequila tasting experience — the perfect setting to continue the conversation in a relaxed\, social atmosphere with fellow collectors and legacy-minded families. \n  \nYour wealth tells one story. Your treasured possessions tell another. This workshop helps you honor both.
URL:https://events.annexwealth.com/event/naples-passion-assets-legacy-preserving-the-stories-behind-your-treasures-3-5-2026/
LOCATION:Naples Bay Resort & Marina\, 1500 5th Avenue South\, Naples\, FL\, 34102\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/02/Image20260211161757.jpg
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