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DTSTART;TZID=America/Chicago:20250129T110000
DTEND;TZID=America/Chicago:20250129T120000
DTSTAMP:20260403T150520
CREATED:20250106T142128Z
LAST-MODIFIED:20250106T142128Z
UID:14155-1738148400-1738152000@events.annexwealth.com
SUMMARY:WEBINAR | Selling A Business: Where To Start | 1/29/2025
DESCRIPTION:If you’re about to or considering selling your business\, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar\, Annex Wealth Management’s Brandon Lehman and Brian Lamborne will discuss many of the key questions you may ask\, including who you should consult with\, what tasks you should prioritize\, and when you’re ready to make your move. Join Brandon\, Brian and WTMJ’s John Mercure for this informative webinar!
URL:https://events.annexwealth.com/event/webinar-selling-a-business-where-to-start-1-29-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/Selling-A-Business-Where-to-Start-Graphic.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250129T110000
DTEND;TZID=America/Chicago:20250129T120000
DTSTAMP:20260403T150520
CREATED:20250106T142128Z
LAST-MODIFIED:20250106T142128Z
UID:1378750-1738148400-1738152000@events.annexwealth.com
SUMMARY:WEBINAR | Selling A Business: Where To Start | 1/29/2025
DESCRIPTION:If you’re about to or considering selling your business\, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar\, Annex Wealth Management’s Brandon Lehman and Brian Lamborne will discuss many of the key questions you may ask\, including who you should consult with\, what tasks you should prioritize\, and when you’re ready to make your move. Join Brandon\, Brian and WTMJ’s John Mercure for this informative webinar!
URL:https://events.annexwealth.com/event/webinar-selling-a-business-where-to-start-1-29-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/Selling-A-Business-Where-to-Start-Graphic.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250129T150000
DTEND;TZID=America/Chicago:20250129T160000
DTSTAMP:20260403T150520
CREATED:20241216T215022Z
LAST-MODIFIED:20241216T215022Z
UID:14131-1738162800-1738166400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 1/29/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-1-29-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250129T150000
DTEND;TZID=America/Chicago:20250129T160000
DTSTAMP:20260403T150520
CREATED:20241216T215022Z
LAST-MODIFIED:20241216T215022Z
UID:1378744-1738162800-1738166400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 1/29/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-1-29-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250204T130000
DTEND;TZID=America/Chicago:20250204T133000
DTSTAMP:20260403T150520
CREATED:20250203T165441Z
LAST-MODIFIED:20250203T165441Z
UID:14198-1738674000-1738675800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Special Tariffs Edition | 2/4/2025
DESCRIPTION:Analysis from the Annex Wealth Management Investment Committee on the latest news regarding tariffs.
URL:https://events.annexwealth.com/event/webinar-instant-insight-special-tariffs-edition-2-4-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250203105133.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250204T130000
DTEND;TZID=America/Chicago:20250204T133000
DTSTAMP:20260403T150520
CREATED:20250203T165441Z
LAST-MODIFIED:20250203T165441Z
UID:1378761-1738674000-1738675800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Special Tariffs Edition | 2/4/2025
DESCRIPTION:Analysis from the Annex Wealth Management Investment Committee on the latest news regarding tariffs.
URL:https://events.annexwealth.com/event/webinar-instant-insight-special-tariffs-edition-2-4-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250203105133.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250205T180000
DTEND;TZID=America/Chicago:20250205T193000
DTSTAMP:20260403T150520
CREATED:20250108T174708Z
LAST-MODIFIED:20250108T174708Z
UID:14159-1738778400-1738783800@events.annexwealth.com
SUMMARY:MEQUON | Financial Planning in A Changing Tax World | 2/5/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/mequon-financial-planning-in-a-changing-tax-world-2-5-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/financial-planning-in-a-changing-tax-world-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250205T180000
DTEND;TZID=America/Chicago:20250205T193000
DTSTAMP:20260403T150521
CREATED:20250108T174708Z
LAST-MODIFIED:20250108T174708Z
UID:1378751-1738778400-1738783800@events.annexwealth.com
SUMMARY:MEQUON | Financial Planning in A Changing Tax World | 2/5/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/mequon-financial-planning-in-a-changing-tax-world-2-5-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/financial-planning-in-a-changing-tax-world-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250207T090000
DTEND;TZID=America/Chicago:20250207T093000
DTSTAMP:20260403T150521
CREATED:20250130T215906Z
LAST-MODIFIED:20250130T215906Z
UID:14194-1738918800-1738920600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 2/7/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-and-the-economic-outlook-2-7-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/09/Instant-Insight-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250207T090000
DTEND;TZID=America/Chicago:20250207T093000
DTSTAMP:20260403T150521
CREATED:20250130T215906Z
LAST-MODIFIED:20250130T215906Z
UID:1378759-1738918800-1738920600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 2/7/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-and-the-economic-outlook-2-7-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/09/Instant-Insight-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250208T080000
DTEND;TZID=America/Chicago:20250208T120000
DTSTAMP:20260403T150521
CREATED:20250115T195308Z
LAST-MODIFIED:20250115T195308Z
UID:14169-1739001600-1739016000@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need to Know About Divorce | 2/8/2025
DESCRIPTION: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. \nTopics  Addressed Include: \n\nLegal processes\nChild support and maintenance\nPotential tax consequences\nConsiderations around your house\nAsset splitting considerations\nCare for self and the family\nDealing with a contentious divorce
URL:https://events.annexwealth.com/event/women-wealth-what-women-need-to-know-about-divorce-2-8-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/What-Women-Need-To-Know-About-Divorce.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250208T080000
DTEND;TZID=America/Chicago:20250208T120000
DTSTAMP:20260403T150521
CREATED:20250115T195308Z
LAST-MODIFIED:20250115T195308Z
UID:1378753-1739001600-1739016000@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | What Women Need to Know About Divorce | 2/8/2025
DESCRIPTION: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. \nTopics  Addressed Include: \n\nLegal processes\nChild support and maintenance\nPotential tax consequences\nConsiderations around your house\nAsset splitting considerations\nCare for self and the family\nDealing with a contentious divorce
URL:https://events.annexwealth.com/event/women-wealth-what-women-need-to-know-about-divorce-2-8-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/What-Women-Need-To-Know-About-Divorce.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250210T180000
DTEND;TZID=America/Chicago:20250210T193000
DTSTAMP:20260403T150521
CREATED:20250108T204746Z
LAST-MODIFIED:20250108T204746Z
UID:14165-1739210400-1739215800@events.annexwealth.com
SUMMARY:BROOKFIELD | Financial Planning in A Changing Tax World | 2/10/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/brookfield-financial-planning-in-a-changing-tax-world-2-10-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/financial-planning-in-a-changing-tax-world-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250210T180000
DTEND;TZID=America/Chicago:20250210T193000
DTSTAMP:20260403T150521
CREATED:20250108T204746Z
LAST-MODIFIED:20250108T204746Z
UID:1378752-1739210400-1739215800@events.annexwealth.com
SUMMARY:BROOKFIELD | Financial Planning in A Changing Tax World | 2/10/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/brookfield-financial-planning-in-a-changing-tax-world-2-10-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/financial-planning-in-a-changing-tax-world-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250211T180000
DTEND;TZID=America/Chicago:20250211T200000
DTSTAMP:20260403T150521
CREATED:20250115T200016Z
LAST-MODIFIED:20250115T200016Z
UID:14174-1739296800-1739304000@events.annexwealth.com
SUMMARY:MADISON WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 2/11/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/madison-women-wealth-single-in-retirement-financial-planning-strategies-2-11-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/WW-Single-In-Retirement.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250211T180000
DTEND;TZID=America/Chicago:20250211T200000
DTSTAMP:20260403T150521
CREATED:20250115T200016Z
LAST-MODIFIED:20250115T200016Z
UID:1378754-1739296800-1739304000@events.annexwealth.com
SUMMARY:MADISON WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 2/11/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/madison-women-wealth-single-in-retirement-financial-planning-strategies-2-11-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/01/WW-Single-In-Retirement.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250212T090000
DTEND;TZID=America/Chicago:20250212T093000
DTSTAMP:20260403T150521
CREATED:20250130T221040Z
LAST-MODIFIED:20250130T221040Z
UID:14196-1739350800-1739352600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 2/12/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-2-12-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/09/1723497109-5a83abeb1e0bb16d.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250212T090000
DTEND;TZID=America/Chicago:20250212T093000
DTSTAMP:20260403T150521
CREATED:20250130T221040Z
LAST-MODIFIED:20250130T221040Z
UID:1378760-1739350800-1739352600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 2/12/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-2-12-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/09/1723497109-5a83abeb1e0bb16d.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250213T160000
DTEND;TZID=America/Chicago:20250213T170000
DTSTAMP:20260403T150521
CREATED:20250122T214506Z
LAST-MODIFIED:20250122T214506Z
UID:14182-1739462400-1739466000@events.annexwealth.com
SUMMARY:MEQUON | Navigating the Markets | 2/13/2025
DESCRIPTION:Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \nJoin Annex Wealth Management’s Chief Investment Officer\, Derek V.W. Felske\, CFA® and Mequon Branch Director\, Ken Symes as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/mequon-navigating-the-markets-2-12-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250213T160000
DTEND;TZID=America/Chicago:20250213T170000
DTSTAMP:20260403T150521
CREATED:20250122T214506Z
LAST-MODIFIED:20250122T214506Z
UID:1378756-1739462400-1739466000@events.annexwealth.com
SUMMARY:MEQUON | Navigating the Markets | 2/13/2025
DESCRIPTION:Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \nJoin Annex Wealth Management’s Chief Investment Officer\, Derek V.W. Felske\, CFA® and Mequon Branch Director\, Ken Symes as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/mequon-navigating-the-markets-2-12-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250213T160000
DTEND;TZID=America/Chicago:20250213T170000
DTSTAMP:20260403T150521
CREATED:20250124T161058Z
LAST-MODIFIED:20250124T161058Z
UID:14186-1739462400-1739466000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating the Markets | 2/13/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-2-13-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250213T160000
DTEND;TZID=America/Chicago:20250213T170000
DTSTAMP:20260403T150521
CREATED:20250124T161058Z
LAST-MODIFIED:20250124T161058Z
UID:1378757-1739462400-1739466000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating the Markets | 2/13/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-2-13-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250213T180000
DTEND;TZID=America/Chicago:20250213T193000
DTSTAMP:20260403T150521
CREATED:20250121T185525Z
LAST-MODIFIED:20250121T185525Z
UID:14178-1739469600-1739475000@events.annexwealth.com
SUMMARY:APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025
DESCRIPTION:Do you know your route – and your obstacles – to retirement? \nAre 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. \nYou’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.
URL:https://events.annexwealth.com/event/appleton-destination-retirement-are-we-there-yet-2-13-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250213T180000
DTEND;TZID=America/Chicago:20250213T193000
DTSTAMP:20260403T150521
CREATED:20250121T185525Z
LAST-MODIFIED:20250121T185525Z
UID:1378755-1739469600-1739475000@events.annexwealth.com
SUMMARY:APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025
DESCRIPTION:Do you know your route – and your obstacles – to retirement? \nAre 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. \nYou’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.
URL:https://events.annexwealth.com/event/appleton-destination-retirement-are-we-there-yet-2-13-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250218T180000
DTEND;TZID=America/Chicago:20250218T193000
DTSTAMP:20260403T150521
CREATED:20250204T213904Z
LAST-MODIFIED:20250204T213904Z
UID:14201-1739901600-1739907000@events.annexwealth.com
SUMMARY:BROOKFIELD |  Destination Retirement: Are We There Yet? | 2/18/2025
DESCRIPTION:Do  you know your route – and your obstacles – to retirement? \nAre 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: \n\nusing smart tax planning and thoughtful  timing of cashflows\nbetter understanding of your balance sheet and resources\ntaking steps to maximize smart investing.\n\nYou’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.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet-2-18-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250218T180000
DTEND;TZID=America/Chicago:20250218T193000
DTSTAMP:20260403T150521
CREATED:20250204T213904Z
LAST-MODIFIED:20250204T213904Z
UID:1378762-1739901600-1739907000@events.annexwealth.com
SUMMARY:BROOKFIELD |  Destination Retirement: Are We There Yet? | 2/18/2025
DESCRIPTION:Do  you know your route – and your obstacles – to retirement? \nAre 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: \n\nusing smart tax planning and thoughtful  timing of cashflows\nbetter understanding of your balance sheet and resources\ntaking steps to maximize smart investing.\n\nYou’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.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet-2-18-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250220T180000
DTEND;TZID=America/Chicago:20250220T200000
DTSTAMP:20260403T150521
CREATED:20241217T215710Z
LAST-MODIFIED:20241217T215710Z
UID:14133-1740074400-1740081600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025
DESCRIPTION:Worried that the wealth you’ll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years\, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop\, he shares with you what he’s learned over the course of his career that works well and what doesn’t; including: understanding the challenges you’re facing\, properly and realistically defining what success looks like\, knowing what you should and should not do regarding wealth\, and achieving meaningful\, multi-generational goals.
URL:https://events.annexwealth.com/event/women-wealth-how-to-not-ruin-your-kids-with-money-2-20-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241217155644.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250220T180000
DTEND;TZID=America/Chicago:20250220T200000
DTSTAMP:20260403T150521
CREATED:20241217T215710Z
LAST-MODIFIED:20241217T215710Z
UID:1378745-1740074400-1740081600@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025
DESCRIPTION:Worried that the wealth you’ll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years\, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop\, he shares with you what he’s learned over the course of his career that works well and what doesn’t; including: understanding the challenges you’re facing\, properly and realistically defining what success looks like\, knowing what you should and should not do regarding wealth\, and achieving meaningful\, multi-generational goals.
URL:https://events.annexwealth.com/event/women-wealth-how-to-not-ruin-your-kids-with-money-2-20-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241217155644.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250305T180000
DTEND;TZID=America/Chicago:20250305T193000
DTSTAMP:20260403T150521
CREATED:20250211T184126Z
LAST-MODIFIED:20250211T184126Z
UID:1378763-1741197600-1741203000@events.annexwealth.com
SUMMARY:PFISTER | Single in Retirement: Financial Planning Strategies | 3/5/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/pfister-single-in-retirement-financial-planning-strategies-3-5-25-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Single-In-Retirement.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250305T180000
DTEND;TZID=America/Chicago:20250305T193000
DTSTAMP:20260403T150521
CREATED:20250211T184126Z
LAST-MODIFIED:20250211T184126Z
UID:14212-1741197600-1741203000@events.annexwealth.com
SUMMARY:PFISTER | Single in Retirement: Financial Planning Strategies | 3/5/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/pfister-single-in-retirement-financial-planning-strategies-3-5-25/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Single-In-Retirement.jpg
END:VEVENT
END:VCALENDAR