Annex Wealth Management

ELM GROVE | Politics, Planning & Portfolios: An Election Impact Review | 11/12/24
2024-11-12 17:00 - 19:30 (America/Chicago) | WI
How will election results affect your financial plan & portfolio? We’ll take a look at election candidates, their plans for the economy, and how it impacts you. Bring a friend and join CEO of Annex Wealth Management, Dave Spano alongside Chief Economist, Brian Jacobsen, Deanne Phillips and Tom Parks while they discuss on Politics, Planning & Portfolios: An Election Impact Review.
Elm Grove Woman’s Club | 13885 Watertown Plank Rd, Elm Grove WI 53122
Doors open at 5:00pm
Cocktail Hour: 5:00pm-6:00pm
Presentation and Hors d’Oeuvres 6:00pm-7:00pm
Dessert Stations 7:00-7:30pm

WEBINAR | Insight: The Fed & the Markets | 11/7/2024
2024-11-07 15:00 - 16:00
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Instant Insight: Election Results | 11/6/2024
2024-11-06 14:00 - 15:00
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
In this special edition of Instant Insight, Annex CEO Dave Spano, CFP® will join Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE to discuss the results of the election and what that means looking ahead.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 11/1/2024
2024-11-01 09:00 - 10:00

LAKE COUNTRY | Destination: Retirement. Are We There Yet? | 10/29/2024
2024-10-29 18:00 - 20:00
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.

PFISTER | Passion Assets | 10/24/24
2024-10-24 17:00 - 19:00
Come and join us at the Pfister Hotel for this fantastic event. Speakers from Annex Wealth Management and Mahler Sotheby’s International Realtor will present on this informational topic.
Do you have a transition plan for your antiques and collectibles? 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. Join speakers from Annex Wealth Management, Mahler Sotheby’s International Realty, and Hindman Auctions as they present on this informational topic.

WOMEN & WEALTH | Avoiding Fraud & Financial Exploitation | 10/17/24
2024-10-17 18:00 - 20:00
Deanne Phillips and representatives from Schwab, Paul Ewing and Adam Moseley explore money smarts for older adults. Discuss strategies and steps we can take now to protect our identity and financial assets, learn how to recognize a scam, & protect yourself from financial exploitation.

WEBINAR | Year-End Tax Planning: Prioritizing Your To-Do List For 2024 | 10/17/24
2024-10-17 12:00 - 13:00
Year-end tax planning can sound daunting. Let’s review what tasks you’ll need to prioritize and what might require attention in an election year.

APPLETON | Destination: Retirement. Are We There Yet?
2024-10-10 18:00 - 19:30

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 10/10/24
2024-10-10 16:00 - 17:00
Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

WEBINAR | Instant Insight: Inflation Trends | 10/10/24
2024-10-10 09:00 - 10:00

LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 10/9/24
2024-10-09 17:30 - 18:30

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 10/9/24
2024-10-09 16:00 - 17:30

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 10/4/24
2024-10-04 09:00 - 10:00

MADISON WOMEN & WEALTH | Election Year Investment Myths | 10/2/24
2024-10-02 18:00 - 20:00
Join Tom Parks & Deanne Phillips 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” that can drive investor behavior & derail your investments.

Doors Open at 5:30PM
