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DTSTART;TZID=America/Chicago:20260324T180000
DTEND;TZID=America/Chicago:20260324T193000
DTSTAMP:20260403T170927
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260331T180000
DTEND;TZID=America/Chicago:20260331T193000
DTSTAMP:20260403T170927
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:20260403T170927
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
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DTSTART;TZID=America/New_York:20260409T160000
DTEND;TZID=America/New_York:20260409T190000
DTSTAMP:20260403T170927
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260410T090000
DTEND;TZID=America/Chicago:20260410T093000
DTSTAMP:20260403T170927
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260414T120000
DTEND;TZID=America/Chicago:20260414T130000
DTSTAMP:20260403T170927
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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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260416T120000
DTEND;TZID=America/Chicago:20260416T130000
DTSTAMP:20260403T170927
CREATED:20260327T202111Z
LAST-MODIFIED:20260327T202111Z
UID:1381045-1776340800-1776344400@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 4/16/2026
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-4-16-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/03/NTM.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260416T180000
DTEND;TZID=America/Chicago:20260416T200000
DTSTAMP:20260403T170927
CREATED:20260318T214912Z
LAST-MODIFIED:20260331T175331Z
UID:1381026-1776362400-1776369600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Getting Ahead of Memory Changes: What Families Should Know | 4/16/2026
DESCRIPTION:Memory changes can be difficult to think about—but planning ahead can make all the difference. \nJoin a panel of experts\, including a senior resource specialist\, an Alzheimer’s Association representative\, and an experienced attorney\, for a practical and hopeful conversation about recognizing early signs of cognitive change and preparing for the future. \nYou’ll learn simple steps you can take now to organize information\, involve trusted contacts\, and ensure your wishes are understood—giving you and your family greater clarity and peace of mind. \nAll of the Women & Wealth events are complementary. Reservations are required.
URL:https://events.annexwealth.com/event/women-wealth-getting-ahead-of-memory-changes-what-families-should-know-4-16-2026/
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/3/2026/03/WW-Getting-Ahead-of-Memory-Changes-What-Families-Should-Know.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260418T080000
DTEND;TZID=America/Chicago:20260418T120000
DTSTAMP:20260403T170927
CREATED:20260309T194225Z
LAST-MODIFIED:20260401T122000Z
UID:1381013-1776499200-1776513600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need to Know About Divorce | 4/18/2026
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/women-wealth-what-women-need-to-know-about-divorce-4-18-2026/
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/3/2026/03/Image20260309143936.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260421T180000
DTEND;TZID=America/Chicago:20260421T200000
DTSTAMP:20260403T170927
CREATED:20260331T025727Z
LAST-MODIFIED:20260331T025727Z
UID:1381048-1776794400-1776801600@events.annexwealth.com
SUMMARY:BROOKFIELD | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | 4/21/2026
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 \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 wine tasting experience — the perfect setting to continue the conversation in a relaxed\, social atmosphere with fellow collectors and legacy-minded families. \nYour wealth tells one story. Your treasured possessions tell another. This workshop helps you honor both.
URL:https://events.annexwealth.com/event/brookfield-passion-assets-legacy-preserving-the-stories-behind-your-treasures-4-21-2026/
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/3/2026/03/1770843679-e83c4c4789b02f18.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260423T130000
DTEND;TZID=America/Chicago:20260423T140000
DTSTAMP:20260403T170927
CREATED:20260324T180329Z
LAST-MODIFIED:20260324T180329Z
UID:1381042-1776949200-1776952800@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 4/23/2026
DESCRIPTION: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.\n\n\n\n\n\n\n\nJoin 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.
URL:https://events.annexwealth.com/event/webinar-understand-your-wrs-pension-potential-4-23-2026/
LOCATION:Online Event
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/03/Image20260324130118-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260429T150000
DTEND;TZID=America/Chicago:20260429T153000
DTSTAMP:20260403T170927
CREATED:20260323T174824Z
LAST-MODIFIED:20260323T174838Z
UID:1381034-1777474800-1777476600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 4/29/2026
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-4-29-2026/
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:20260430T180000
DTEND;TZID=America/Chicago:20260430T200000
DTSTAMP:20260403T170927
CREATED:20260316T142649Z
LAST-MODIFIED:20260316T142649Z
UID:1381020-1777572000-1777579200@events.annexwealth.com
SUMMARY:SLINGER | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 4/30/2026
DESCRIPTION:Aspen Sky Winery & Distillery\nThe Barrel Room\n860 Enterprise Ave\nSlinger WI 53086 \n*Doors open to guests at 5:30pm \nJoin us for an educational and engaging event complete with dinner and refreshments.
URL:https://events.annexwealth.com/event/slinger-the-art-of-giving-tax-savvy-strategies-for-greater-impact-4-30-2026/
LOCATION:Aspen Sky Winery & Distillery\, 860 Enterprise Ave\, Slinger\, WI\, 53086\, United States
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
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