Annex Wealth Management

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 1/10/2025
2025-01-10 09:00 - 10:00 (America/Chicago) | WI
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

BROOKFIELD | Moving in Retirement | 1/9/2025
2025-01-09 18:00 - 19:30
Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why you should know the difference between residence and domicile.

LAKE COUNTRY | Navigating the Markets | 1/9/2025
2025-01-09 17:30 - 18:30
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 Director of Research, Matt Morzy, CFP® and Lake County Branch Director, Nik Kibardin, MBA, CFP® as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating the Markets | 1/9/2025
2025-01-09 16:00 - 17:00
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.

WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024
2024-12-19 18:00 - 20:00
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.

WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024
2024-12-18 15:00 - 16:00

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 12/12/2024
2024-12-12 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 | 12/11/2024
2024-12-11 09:00 - 10:00

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 12/6/2024
2024-12-06 09:00 - 10:00

HQ | Financial Planning in A Changing Tax World | 12/4/2024
2024-12-04 18:00 - 19:30
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.

WEBINAR | The Trump Nominees: From the Anti-China Cabinet to the Kitchen Sink | 12/4/2024
2024-12-04 13:00 - 14:00
President Trump has begun naming his nominees for key cabinet positions, giving us a glimpse of how he’ll be leading the country and guiding the economy. What do the nominees mean for China? Will Elon cut spending and throw out the kitchen sink? Join WISN’s Dan O’Donnell and Annex Wealth Management’s Dave Spano and Brian Jacobsen as they engage in their expert opinions on what we can expect around the globe, in our economy, and our own portfolios. How should you adjust your financial plan? Register to find out!

WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 11/21/2024
2024-11-21 18:00 - 20:00
About 22% 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.

ELM GROVE | An Evening With Global Intelligence & Security Expert John Choate | 11/19/2024
2024-11-19 18:00 - 20:00
Expert Insight: John and members of Annex Leadership team will lead and facilitate a frank, comprehensive discussion that spans your questions – whether they’re global, like Russia-Ukraine or China-Taiwan, or here at home on our border or elections. Each area has its own historical context and probing questions, and John’s depth of experience is filled with insightful details you may not have considered. We’ll talk about global issues, but make sure to discuss what it means to you and how we’re strategizing at Annex.

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 11/14/2024
2024-11-14 16:00 - 17:00

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 11/13/2024
2024-11-13 16:00 - 17:30
