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DTSTART;TZID=America/Chicago:20260113T090000
DTEND;TZID=America/Chicago:20260113T093000
DTSTAMP:20260403T141722
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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DTSTART;TZID=America/Chicago:20260115T120000
DTEND;TZID=America/Chicago:20260115T130000
DTSTAMP:20260403T141722
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260120T130000
DTEND;TZID=America/Chicago:20260120T140000
DTSTAMP:20260403T141722
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260120T180000
DTEND;TZID=America/New_York:20260120T200000
DTSTAMP:20260403T141722
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:20260403T141722
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260121T170000
DTEND;TZID=America/Chicago:20260121T190000
DTSTAMP:20260403T141722
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260122T180000
DTEND;TZID=America/Chicago:20260122T200000
DTSTAMP:20260403T141722
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260126T180000
DTEND;TZID=America/Chicago:20260126T193000
DTSTAMP:20260403T141722
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:20260403T141722
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:20260403T141722
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260211T090000
DTEND;TZID=America/Chicago:20260211T093000
DTSTAMP:20260403T141722
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:20260403T141722
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260212T120000
DTEND;TZID=America/Chicago:20260212T130000
DTSTAMP:20260403T141722
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260212T180000
DTEND;TZID=America/Chicago:20260212T193000
DTSTAMP:20260403T141722
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:20260403T141722
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260219T180000
DTEND;TZID=America/Chicago:20260219T200000
DTSTAMP:20260403T141722
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260303T180000
DTEND;TZID=America/Chicago:20260303T193000
DTSTAMP:20260403T141722
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260305T180000
DTEND;TZID=America/New_York:20260305T193000
DTSTAMP:20260403T141722
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260306T090000
DTEND;TZID=America/Chicago:20260306T093000
DTSTAMP:20260403T141722
CREATED:20260217T205515Z
LAST-MODIFIED:20260217T205515Z
UID:1380952-1772787600-1772789400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 3/6/2026
DESCRIPTION: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.\n\n\n\n\n\n\n\n\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-3-6-2026/
LOCATION:Online Event
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:20260311T090000
DTEND;TZID=America/Chicago:20260311T093000
DTSTAMP:20260403T141722
CREATED:20260217T205652Z
LAST-MODIFIED:20260226T135045Z
UID:1380954-1773219600-1773221400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 3/11/2026
DESCRIPTION:A thief in your savings?\n\n\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-3-11-2026/
LOCATION:Online Event
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:20260311T180000
DTEND;TZID=America/Chicago:20260311T193000
DTSTAMP:20260403T141722
CREATED:20260219T151428Z
LAST-MODIFIED:20260219T151428Z
UID:1380962-1773252000-1773257400@events.annexwealth.com
SUMMARY:APPLETON | Saving the Family Cottage | 3/11/2026
DESCRIPTION:When multiple family members inherit a vacation home together\, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements\, keeping your vacation home out of the hands of creditors and divorce settlements\, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.
URL:https://events.annexwealth.com/event/appleton-saving-the-family-cottage-3-11-2026/
LOCATION:Bubolz Nature Preserve\, 4815 N Lynndale Dr.\, Appleton\, WI\, 54913\, United States
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/02/Image20260219091046-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260312T120000
DTEND;TZID=America/Chicago:20260312T130000
DTSTAMP:20260403T141722
CREATED:20260223T184019Z
LAST-MODIFIED:20260223T184019Z
UID:1380968-1773316800-1773320400@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 3/12/2026
DESCRIPTION:Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \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-3-12-2026/
LOCATION:Online Event
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:20260318T090000
DTEND;TZID=America/Chicago:20260318T120000
DTSTAMP:20260403T141722
CREATED:20260223T194523Z
LAST-MODIFIED:20260225T131417Z
UID:1380970-1773824400-1773835200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Leverage Your Health As Your Greatest Wealth | 3/18/2026
DESCRIPTION:Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today can support aging in place\, reduce future costs\, and enhance quality of life. Through expert-led discussions and interactive exhibits\, you’ll gain practical insights into staying healthy\, financially prepared\, and sustaining independence – on your terms – for years to come. \nAll of the Women & Wealth events are complementary. Reservations are required.
URL:https://events.annexwealth.com/event/women-wealth-leverage-your-health-as-your-greatest-wealth-3-18-2026/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/02/WW-leverage-your-health-as-your-greatest-wealth.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260318T150000
DTEND;TZID=America/Chicago:20260318T153000
DTSTAMP:20260403T141723
CREATED:20260217T210110Z
LAST-MODIFIED:20260305T145015Z
UID:1380956-1773846000-1773847800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 3/18/2026
DESCRIPTION:How to stay informed – but trust your financial plan.\n\n\n\n\n\n\n\n\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-3-18-2026/
LOCATION:Online Event
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:20260324T180000
DTEND;TZID=America/Chicago:20260324T193000
DTSTAMP:20260403T141723
CREATED:20260225T155125Z
LAST-MODIFIED:20260225T155125Z
UID:1380983-1774375200-1774380600@events.annexwealth.com
SUMMARY:BROOKFIELD | One Big Beautiful 2026 Tax Reality Check | 3/24/2026
DESCRIPTION:How Tax Law Changes from the One Big Beautiful Bill Affect Your Wealth Strategy \nLast year\, Annex hosted a number of educational events on how the One Big Beautiful Bill Act might impact tax law and your planning. Those changes are now in effect. \nIn this impactful 45-minute session\, Annex Wealth Management Director of Financial Planning\, Eric Strom and Financial Planning Specialist\, Arabella Parins\, will review the changes you may experience as you plan for 2026 and beyond. \nBe ready to ask questions\, refine your strategies\, and learn about new opportunities for your tax plan.
URL:https://events.annexwealth.com/event/brookfield-one-big-beautiful-2026-tax-reality-check-3-24-2026/
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/3/2026/02/Image20260223170313-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260331T180000
DTEND;TZID=America/Chicago:20260331T193000
DTSTAMP:20260403T141723
CREATED:20260306T193815Z
LAST-MODIFIED:20260306T193815Z
UID:1380995-1774980000-1774985400@events.annexwealth.com
SUMMARY:MADISON | Destination Retirement: Are We There Yet? | 3/31/2026
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/madison-destination-retirement-are-we-there-yet-3-31-2026/
LOCATION:Frost Wood Farms\, 8225 Greenway Blvd Suite 100\, Middleton\, WI\, 53562\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/03/Image20260306133632.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260403T090000
DTEND;TZID=America/Chicago:20260403T093000
DTSTAMP:20260403T141723
CREATED:20260324T180006Z
LAST-MODIFIED:20260324T180006Z
UID:1381038-1775206800-1775208600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 4/3/2026
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-4-3-2026/
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/New_York:20260409T160000
DTEND;TZID=America/New_York:20260409T190000
DTSTAMP:20260403T141723
CREATED:20260309T204023Z
LAST-MODIFIED:20260331T175327Z
UID:1381016-1775750400-1775761200@events.annexwealth.com
SUMMARY:NAPLES WOMEN & WEALTH | What Women Need to Know About Divorce | 4/9/2026
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/naples-women-wealth-what-women-need-to-know-about-divorce-4-9-2026/
LOCATION:The Ritz-Carlton – Beach House Venue\, 280 Vanderbilt Beach Rd\, Naples\, FL\, 34108\, United States
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/03/Image20260309143936.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260410T090000
DTEND;TZID=America/Chicago:20260410T093000
DTSTAMP:20260403T141723
CREATED:20260324T180109Z
LAST-MODIFIED:20260324T180109Z
UID:1381040-1775811600-1775813400@events.annexwealth.com
SUMMARY:WEBINAR |  Instant Insight: Inflation Trends | 4/10/2026
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. \nInstant 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 
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-4-10-2026/
LOCATION:Online Event
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:20260414T120000
DTEND;TZID=America/Chicago:20260414T130000
DTSTAMP:20260403T141723
CREATED:20260318T130955Z
LAST-MODIFIED:20260318T130955Z
UID:1381023-1776168000-1776171600@events.annexwealth.com
SUMMARY:WEBINAR | Beat Mark Tauscher | 4/14/2026
DESCRIPTION:A fast-paced virtual quiz show pitting your financial knowledge against the Packers and Badgers legend. \n\n\n\n\n\n\n\n  \n 
URL:https://events.annexwealth.com/event/webinar-beat-mark-tauscher-4-14-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/03/Beat-Mark-Tauscher-scaled.jpg
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END:VCALENDAR