SLINGER | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 4/30/2026
2026-04-30 18:00 - 20:00 (America/Chicago) | Aspen Sky Winery & Distillery, 860 Enterprise Ave, Slinger, WI, 53086, United States
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.
Join us for an educational and engaging event complete with dinner and refreshments.

NASHOTAH | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | 5/6/2026
2026-05-06 18:00 - 19:30 | Red Circle Inn – Provimi Salon, N44W33013 Watertown Plank Rd., Nashotah, WI, 53058, United States
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.
Join 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:
· Create a clear transition plan for collectibles, antiques, and heirlooms
· Decide when to gift, sell, donate, or bequeath special items
· Reduce family conflict and confusion around sentimental assets
· Align your legacy wishes with the true value — financial and emotional — of your belongings
· Plan for unique assets, including your pets
We’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.
Enjoy wine, spirits and a spread of hors d’oeuvres alongside a wonderful dinner — the perfect setting to continue the conversation in a relaxed, social atmosphere with fellow collectors and legacy-minded families.
Your wealth tells one story. Your treasured possessions tell another. This workshop helps you honor both.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/8/2026
2026-05-08 09:00 - 09:30 | Online Event
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

WEBINAR | Instant Insight: Inflation Trends | 5/12/2026
2026-05-12 09:00 - 09:30 | Online Event
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.
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

WEBINAR | Navigating The Markets | 5/14/2026
2026-05-14 12:00 - 13:00 | Online Event
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.

BROOKFIELD | Destination Retirement: Are We There Yet? | 5/14/2026
2026-05-14 18:00 - 19:30 | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
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Do you know your route – and your obstacles – to retirement?
Are 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:

using smart tax planning and thoughtful timing of cashflows
better understanding of your balance sheet and resources
taking steps to maximize smart investing.

You’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.

WOMEN & WEALTH | When Life Changes How Women Can Prepare Financially for the Unexpected
2026-05-21 18:00 - 20:00 | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
Life transitions often arrive without warning. Whether it’s the loss of a partner, a health crisis, divorce, or a sudden financial responsibility, many women find themselves needing to navigate complex financial decisions at a time when emotions are already high.
This workshop is designed to help women prepare before those moments arrive.
Together we’ll explore the key financial and practical steps every woman should take now to be ready for life’s unexpected turns. We’ll discuss the resources, documents, and conversations that can make all the difference during times of transition.
Because preparation isn’t about expecting the worst – it’s about creating clarity, confidence, and peace of mind for whatever the future holds.
All of the Women & Wealth events are complementary. Reservations are required.

WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
2026-06-18 18:00 - 20:00 | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
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.
