WEBINAR | Understand Your WRS Pension Potential | 4/30/24
2024-04-30 16:00 - 17:00 (America/Chicago)
Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?
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. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and WTMJ’s Steve Scaffidi discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.

Mequon | Investment Intel: An In Depth Brief on the Markets | 5/9/24
2024-05-09 16:00 - 17:30
Join us 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 economy.
In May we’re hosting this presentation at our MEQUON branch location:
Mequon | 12200 Corporate Parkway, Suite #800, Mequon WI 53092
REGISTER FOR MEQUON

WEBINAR | Investigating Bonds: Corporate vs. Munis | 5/23/24
2024-05-23 14:00 - 15:00
Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types of bonds make sense at this time. In this workshop, we’ll discuss the current bond environment, and the role different types of bonds could play in your portfolio.

This webinar begins at 2:00 PM CT/3:00 PM ET

WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24
2024-06-01 08:30 - 12:00
Join us at our Brookfield location for this informative and educational workshop.
Address: 17950 W. Corporate Dr, Brookfield, WI 53045
Doors Open at 8:00 a.m.
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.
Topics Addressed Include:

Legal processes
Child support and maintenance
Potential tax consequences
Considerations around your house
Asset splitting considerations
Care for self and the family
Dealing with a contentious divorce

MADISON | Women's Guide to Preparing for the Unexpected | 6/5/24
2024-06-05 18:00 - 20:00
A comprehensive guide to planning and preparing for the unexpected!
We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

WEBINAR | Investigating Investment Myths | 6/6/24
2024-06-06 13:00 - 14:00
Join us as we investigate “Rules of Thumb” around investing, honing in on actionable guidelines for our own personal situations. Annex’s Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ will debunk common myths such as saving is investing, being in the stock market is gambling, de-risking means to be mostly invested in bonds, and more in this lively webinar.

**If you can’t make it at that time, go ahead and register and we will send a recording.**

WOMEN & WEALTH | Conversation Café: Selling Yourself Short? | 6/10/24
2024-06-10 17:00 - 19:00
Whether it’s in the work world or in dealing with family finances, women tend to second guess themselves, doubt their own abilities and even place unreasonable expectations on themselves. From a fear of having our limitations being called out to fears that we are failing in endeavors where we’ve had acclaim, imposter syndrome can at the least stunt our progress and ability to move forward with important decisions. It can even ruin our attempts at that much sought after “life balance.”
Come share drinks and a discussion at our next Conversation Café on the topic of IMPOSTER SYNDROME. Discover the types and the fears behind each and join Attorney Griselda Aldrete and our panel in an open talk about our own journeys, what it has cost us, what it has meant for us and more importantly, what works to get us back on track.

Annex Wealth Management Brookfield
17950 W. Corporate Dr. Brookfield, WI 53045
Third Floor, Annex Cafè.
Doors Open at 4:30pm
Event: 5:00pm-7:00pm

MEQUON | Investment Intel: An In-Depth Brief on the Markets | 6/12/24
2024-06-12 16:00 - 17:00
Annex Wealth Management – Mequon Branch
12200 Corporate Parkway, Suite 800
Mequon WI 53092

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 economy.

PFISTER | Wealth In Color: Exploring Instinctual Investment Patterns | 6/12/24
2024-06-12 18:00 - 19:30
Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can moderate and focusing on biases we may need to adapt.

SPANO & MERCURE WEBINAR | 8 Tips for Smarter Charitable Giving | 6/13/24
2024-06-13 10:00 - 11:00
Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable Giving” today! If you can’t make it at that time, just register below and we will send a recording.
In this interactive workshop, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!

WEBINAR | Investment Intel: An In-Depth Brief on the Markets | 6/13/24
2024-06-13 16:00 - 17:00
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 make sense of the economy.

WEBINAR | Tax-Smart Planning Strategies | 6/20/24
2024-06-20 14:00 - 15:00
You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think more strategically about your tax picture through your retirement and after you’ve passed. What should you consider as you make your tax plan? Join us for Tax-Smart Planning Strategies, an interactive workshop where members of the Annex team will review various tax planning situations and options you may want to consider. We’ll go through updates in law and take your questions in a fast-moving workshop. If you can’t make it at that time, go ahead and register and we will send a recording.

WOMEN & WEALTH | Making The Most Of Medicare | 6/20/24
2024-06-20 18:00 - 20:00
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
For those ready to start Medicare, specialist Melinda Caughill of i65 and Deanne Phillips decipher the different parts, including what you might not know about advantage plans. Uncover tips & best practices and learn about what you can do to avoid numerous Medicare pitfalls.

WEBINAR | Understand Your WRS Pension Potential | 6/26/24
2024-06-26 11:00 - 12:00
Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? 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. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and Financial Specialist, Cory Borcherdt, CFP®, CLTC®️ discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.

MEQUON | Investment Intel: An In-Depth Brief On The Markets | 7/10/24
2024-07-10 16:00 - 17:00
Annex Wealth Management – Mequon Branch
12200 Corporate Parkway, Suite 800
Mequon WI 53092

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.
