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

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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.

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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!

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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

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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.

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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.

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MEQUON | Women Wealth & Wisdom: 2026 Love & Lies Unveiled | 1/22/2026
2026-01-22 18:00 - 20:00 (America/Chicago)
Join us for this educational event where we will enjoy wine and charcuterie!

In 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.

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APPLETON | Estate Planning with Wills, Trusts and Beyond | 1/26/2026
2026-01-26 18:00 - 19:30 (America/Chicago) | Bubolz Nature Preserve, 4815 N Lynndale Dr., Applton, WI, 54913, United States
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.

WEBINAR | Instant Insight: The Fed & the Markets | 1/28/2026
2026-01-28 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

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APPLETON | Saving the Family Farm | 2/10/2026
2026-02-10 18:00 - 19:30 (America/Chicago) | Bubolz Nature Preserve, 4815 N Lynndale Dr., Applton, WI, 54913, United States
It’s been in your family for generations. Today, your family must face the fact that the family’s farm can’t continue like it once did.
Whether its rising expenses, shrinking generational willingness, or a growing number of potential buyers, you and your family may be facing pressure and questions from many directions.
When it comes to a property that has been in the family, emotions can run high. But some concerns are avoidable with proper planning. If you’re considering a family farm transaction but unsure where to start, or if you’re moving ahead with a sale and have questions about prioritizing details, join us as we discuss the realities and decisions you’ll face – and the potential for a smooth transition.

LAKE COUNTRY | Navigating the Markets 2026 & Beyond | 2/11/2026
2026-02-11 18:00 - 19:00 (America/Chicago) | Annex Wealth Management – Lake Country Branch Office, 2301 Sun Valley Drive, Suite 100, Delafield, WI, 53018, United States
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 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.

BROOKFIELD | Single in Retirement: Financial Planning Strategies | 2/12/2026
2026-02-12 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
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.
