Events Search and Views Navigation

Event Views Navigation

Today

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 8/14/24

Annex Wealth Management Mequon Office 12200 Corporate Parkway, Mequon, WI, United States

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 | Investment Intel: An In-Depth Briefing On The Markets | 8/15/24

Online Event WI, United States

Insights on how to manage the cash and fixed income portion of your portfolio. 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 […]

WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Investors | 8/15/24

Online Event WI, United States

In the first of this two-part series, WTMJ’s John Mercure and Annex Wealth Management’s Dave Spano and Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy. We’ll review similar moments in history, and how […]

WOMEN & WEALTH | The Sandwich Generation | 8/15/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of  their own children (even adult ones) in some capacity.  Join us as we discuss challenges of caretaking  for multiple generations and share our own coping strategies.

BROOKFIELD | Destination Retirement: Are We There Yet? | 8/20/24

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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  […]

WEBINAR | Alternatives: When Are They The Right Tool For The Right Job? | 8/22/24

Online Event WI, United States

Alternative investments encompass a wide range of strategies. Join Annex Wealth Management's Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Annex Private Client, Brandon Lehman, CFP® as we discuss what alternative investments are, the risks associated with them, and how they can be used in a portfolio. This webinar is […]

WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24

Online Event WI, United States

In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brain Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric Strom, CFP®, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense […]