Annex Wealth Management

LAKE COUNTRY | Election Year Investment Myths | 2/6/24
2024-02-06 18:00 - 19:30 (America/Chicago)
Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFPsm as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb“ as you calibrate your financial plan.
*PLEASE NOTE THIS EVENT IS BEING HELD OFFSITE*

BROOKFIELD | Cash On The Sidelines: How To Make It Work | 1/30/2024
2024-01-30 18:00 - 19:30
Insights on how to manage the cash and fixed income portion of your portfolio.
Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and Tom Parks, Director of Retirement Plan Services, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment. As always, we’re leaving time for your questions during the presentation.
Join us at our new Brookfield location for this in-person event, held in our cafe located on the third floor.

WEBINAR | Cash On The Sidelines: How To Make It Work | 1/24/24
2024-01-24 15:00 - 16:00
Insights on how to manage the cash and fixed income portion of your portfolio.
Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and David Spano, President and CEO of Annex Wealth Management, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment. As always, we’re leaving time for your questions during the presentation.​
THIS WEBINAR BEGINS AT 3 PM CT/4 PM ET

BROOKFIELD | Financial Planning In A Changing Tax World | 1/23/24
2024-01-23 18:00 - 19:30
Join us at our new Brookfield location for this in-person event.
Address: 17950 W. Corporate Dr, Brookfield, WI 53045

How do you meet your goals in a changing tax world?
SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

OFF SITE Women & Wealth | Passion Assets | 1/18/2024
2024-01-18 18:00 - 20:00
Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun.
Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.

WEBINAR | Market Outlook: Risks & Opportunities
2024-01-04 13:00 - 14:00
2024 is one of those years that could have it all: it’s a Leap Year, an Election Year, and an Olympic Year.
Where are rates and the markets headed? What opportunities lie on the horizon, and what risks should we consider?
Annex Wealth Management’s Dave Spano and WTMJ’s Steve Scaffidi will walk through what to look for and answer your questions in this insightful webinar.
THIS WEBINAR STARTS AT 1 P.M. CT/2 P.M. ET
