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DTSTART;TZID=America/Chicago:20250213T160000
DTEND;TZID=America/Chicago:20250213T170000
DTSTAMP:20260403T132549
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:20260403T132549
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:20260403T132549
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:20260403T132549
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:20260403T132549
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:20250218T180000
DTEND;TZID=America/Chicago:20250218T193000
DTSTAMP:20260403T132549
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:20250220T180000
DTEND;TZID=America/Chicago:20250220T200000
DTSTAMP:20260403T132549
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:20260403T132549
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:20260403T132549
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
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250305T180000
DTEND;TZID=America/Chicago:20250305T193000
DTSTAMP:20260403T132549
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:20250307T090000
DTEND;TZID=America/Chicago:20250307T093000
DTSTAMP:20260403T132549
CREATED:20250213T201400Z
LAST-MODIFIED:20250213T201400Z
UID:14221-1741338000-1741339800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 3/7/2025
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-3-7-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250307T090000
DTEND;TZID=America/Chicago:20250307T093000
DTSTAMP:20260403T132549
CREATED:20250213T201400Z
LAST-MODIFIED:20250213T201400Z
UID:1378764-1741338000-1741339800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 3/7/2025
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-3-7-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250311T130000
DTEND;TZID=America/Chicago:20250311T140000
DTSTAMP:20260403T132549
CREATED:20250226T205946Z
LAST-MODIFIED:20250226T205946Z
UID:14254-1741698000-1741701600@events.annexwealth.com
SUMMARY:WEBINAR | Tariffs: How They Could Affect Portfolios | 3/11/2025
DESCRIPTION:Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs\, how are they implemented\, and what sectors of the economy could benefit if they’re put in place? \nJoin us March 11th at 1pm for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano\, Chief Economist Brian Jacobsen\, PhD\, JD\, CFA®\, CFP®\, CAIA\, CBE and WTMJ’s Steve Scaffidi will discuss and take your questions.
URL:https://events.annexwealth.com/event/webinar-tariffs-how-they-could-affect-portfolios-3-11-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250226145753.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250311T130000
DTEND;TZID=America/Chicago:20250311T140000
DTSTAMP:20260403T132549
CREATED:20250226T205946Z
LAST-MODIFIED:20250226T205946Z
UID:1378774-1741698000-1741701600@events.annexwealth.com
SUMMARY:WEBINAR | Tariffs: How They Could Affect Portfolios | 3/11/2025
DESCRIPTION:Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs\, how are they implemented\, and what sectors of the economy could benefit if they’re put in place? \nJoin us March 11th at 1pm for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano\, Chief Economist Brian Jacobsen\, PhD\, JD\, CFA®\, CFP®\, CAIA\, CBE and WTMJ’s Steve Scaffidi will discuss and take your questions.
URL:https://events.annexwealth.com/event/webinar-tariffs-how-they-could-affect-portfolios-3-11-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250226145753.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250312T090000
DTEND;TZID=America/Chicago:20250312T093000
DTSTAMP:20260403T132549
CREATED:20250213T201531Z
LAST-MODIFIED:20250213T201531Z
UID:14223-1741770000-1741771800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 3/12/2025
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-3-12-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight_Inflation-Trends.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250312T090000
DTEND;TZID=America/Chicago:20250312T093000
DTSTAMP:20260403T132549
CREATED:20250213T201531Z
LAST-MODIFIED:20250213T201531Z
UID:1378765-1741770000-1741771800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 3/12/2025
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-3-12-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight_Inflation-Trends.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250312T160000
DTEND;TZID=America/Chicago:20250312T173000
DTSTAMP:20260403T132549
CREATED:20250214T193248Z
LAST-MODIFIED:20250214T193248Z
UID:1378767-1741795200-1741800600@events.annexwealth.com
SUMMARY:APPLETON | Navigating the Markets | 3/12/2025
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 Research Analyst\, Ken Bellinger\, MBA\, CFA® and Appleton Branch Director\, Jeff Daye\, CFP®\, CRPS®\, RPA as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/appleton-navigating-the-markets-3-12-2025-2/
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:20250312T160000
DTEND;TZID=America/Chicago:20250312T173000
DTSTAMP:20260403T132549
CREATED:20250214T193248Z
LAST-MODIFIED:20250214T193248Z
UID:14230-1741795200-1741800600@events.annexwealth.com
SUMMARY:APPLETON | Navigating the Markets | 3/12/2025
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 Research Analyst\, Ken Bellinger\, MBA\, CFA® and Appleton Branch Director\, Jeff Daye\, CFP®\, CRPS®\, RPA as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/appleton-navigating-the-markets-3-12-2025/
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:20250312T160000
DTEND;TZID=America/Chicago:20250312T173000
DTSTAMP:20260403T132549
CREATED:20250214T204808Z
LAST-MODIFIED:20250214T204808Z
UID:14232-1741795200-1741800600@events.annexwealth.com
SUMMARY:MEQUON | Navigating the Markets | 3/12/2025
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-3-12-2025/
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:20250312T160000
DTEND;TZID=America/Chicago:20250312T173000
DTSTAMP:20260403T132550
CREATED:20250214T204808Z
LAST-MODIFIED:20250214T204808Z
UID:1378768-1741795200-1741800600@events.annexwealth.com
SUMMARY:MEQUON | Navigating the Markets | 3/12/2025
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-3-12-2025-2/
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:20250313T151500
DTEND;TZID=America/Chicago:20250313T154500
DTSTAMP:20260403T132550
CREATED:20250214T213824Z
LAST-MODIFIED:20250214T213824Z
UID:14234-1741878900-1741880700@events.annexwealth.com
SUMMARY:WEBINAR | Navigating the Markets | 3/13/2025
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-3-13-2025/
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:20250313T151500
DTEND;TZID=America/Chicago:20250313T154500
DTSTAMP:20260403T132550
CREATED:20250214T213824Z
LAST-MODIFIED:20250214T213824Z
UID:1378769-1741878900-1741880700@events.annexwealth.com
SUMMARY:WEBINAR | Navigating the Markets | 3/13/2025
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-3-13-2025-2/
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:20250313T173000
DTEND;TZID=America/Chicago:20250313T190000
DTSTAMP:20260403T132550
CREATED:20250218T175130Z
LAST-MODIFIED:20250218T175130Z
UID:14236-1741887000-1741892400@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Navigating the Markets |3/13/2025
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 Lake Country Branch Director\, Nik Kibardin as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/lake-country-navigating-the-markets-3-13-2025/
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:20250313T173000
DTEND;TZID=America/Chicago:20250313T190000
DTSTAMP:20260403T132550
CREATED:20250218T175130Z
LAST-MODIFIED:20250218T175130Z
UID:1378770-1741887000-1741892400@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Navigating the Markets |3/13/2025
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 Lake Country Branch Director\, Nik Kibardin as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/lake-country-navigating-the-markets-3-13-2025-2/
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:20250319T150000
DTEND;TZID=America/Chicago:20250319T153000
DTSTAMP:20260403T132550
CREATED:20250213T201713Z
LAST-MODIFIED:20250213T201713Z
UID:14226-1742396400-1742398200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 3/19/2025
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-3-19-2025/
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:20250319T150000
DTEND;TZID=America/Chicago:20250319T153000
DTSTAMP:20260403T132550
CREATED:20250213T201713Z
LAST-MODIFIED:20250213T201713Z
UID:1378766-1742396400-1742398200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 3/19/2025
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-3-19-2025-2/
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/New_York:20250319T150000
DTEND;TZID=America/New_York:20250319T163000
DTSTAMP:20260403T132550
CREATED:20250226T143253Z
LAST-MODIFIED:20250226T143253Z
UID:14249-1742396400-1742401800@events.annexwealth.com
SUMMARY:NAPLES | Navigating the Markets | 3/19/2025
DESCRIPTION:Ask the experts! Wondering about the impact of a new president’s second time in office? Tech turmoil? Tariffs? Join Annex Wealth Management for “Navigating the Markets\,” an interactive presentation focused on providing fresh insight on today’s markets and economy.\nAnnex Wealth Management’s Dave Spano\, CFP and Chief Investment Strategist\, Dr. Todd Voit will field your questions and present our team’s outlook.
URL:https://events.annexwealth.com/event/naples-navigating-the-markets-3-19-2025/
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/New_York:20250319T150000
DTEND;TZID=America/New_York:20250319T163000
DTSTAMP:20260403T132550
CREATED:20250226T143253Z
LAST-MODIFIED:20250226T143253Z
UID:1378773-1742396400-1742401800@events.annexwealth.com
SUMMARY:NAPLES | Navigating the Markets | 3/19/2025
DESCRIPTION:Ask the experts! Wondering about the impact of a new president’s second time in office? Tech turmoil? Tariffs? Join Annex Wealth Management for “Navigating the Markets\,” an interactive presentation focused on providing fresh insight on today’s markets and economy.\nAnnex Wealth Management’s Dave Spano\, CFP and Chief Investment Strategist\, Dr. Todd Voit will field your questions and present our team’s outlook.
URL:https://events.annexwealth.com/event/naples-navigating-the-markets-3-19-2025-2/
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:20250320T180000
DTEND;TZID=America/Chicago:20250320T200000
DTSTAMP:20260403T132550
CREATED:20250221T191505Z
LAST-MODIFIED:20250221T191505Z
UID:14243-1742493600-1742500800@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | An Evening of Passion Assets & Wine Tasting | 3/20/2025
DESCRIPTION: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 as they present on this informational topic along with a wine tasting hosted by a local sommelier.
URL:https://events.annexwealth.com/event/women-wealth-an-evening-of-passion-assets-wine-tasting-3-20-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250221130751.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250320T180000
DTEND;TZID=America/Chicago:20250320T200000
DTSTAMP:20260403T132550
CREATED:20250221T191505Z
LAST-MODIFIED:20250221T191505Z
UID:1378771-1742493600-1742500800@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | An Evening of Passion Assets & Wine Tasting | 3/20/2025
DESCRIPTION: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 as they present on this informational topic along with a wine tasting hosted by a local sommelier.
URL:https://events.annexwealth.com/event/women-wealth-an-evening-of-passion-assets-wine-tasting-3-20-2025-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250221130751.jpg
END:VEVENT
END:VCALENDAR