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SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 4/23/2026
DESCRIPTION: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.\n\n\n\n\n\n\n\nJoin WTMJ’s Steve Scaffidi along with Annex Wealth Management’s Director of Financial Planning\, Eric Strom\, CFP®\, EA and Senior Financial Planner\, Tom Berkholtz\, CFP®\, EA\, ECA as they discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.
URL:https://events.annexwealth.com/event/webinar-understand-your-wrs-pension-potential-4-23-2026/
LOCATION:Online Event
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DTSTART;TZID=America/Chicago:20260429T150000
DTEND;TZID=America/Chicago:20260429T153000
DTSTAMP:20260417T102552
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LAST-MODIFIED:20260323T174838Z
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SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 4/29/2026
DESCRIPTION:How to stay informed – but trust your financial plan.\nSome of us see the words “BREAKING NEWS” over and over. After a while\, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets\, a brief\, informative webinar where we’ll explain how the Fed’s announcement might affect you. \nIn about 15-20 minutes\, Instant Insight: The Fed & The Markets will discuss: \n·         How the Fed’s announcement might affect your retirement plan\n·         Impacts of the Fed’s announcement on some of your life decisions\, like finding a new home\n·         Your questions while helping you understand what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-4-29-2026/
LOCATION:Online Event
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DTSTART;TZID=America/Chicago:20260430T180000
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SUMMARY:SLINGER | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 4/30/2026
DESCRIPTION:Discover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. This session explores forward-thinking financial planning and tax strategies designed to help you make the most of evolving charitable provisions. We’ll break down opportunities for both itemizers and non-itemizers\, highlight enhanced deductions\, and review powerful giving tools such as Qualified Charitable Distributions (QCDs) and donor-advised funds (DAFs). Attendees will leave with a clear understanding of how coordinated planning can elevate their giving\, reduce taxes\, and create a more meaningful philanthropic legacy. \nJoin us for an educational and engaging event complete with dinner and refreshments.
URL:https://events.annexwealth.com/event/slinger-the-art-of-giving-tax-savvy-strategies-for-greater-impact-4-30-2026/
LOCATION:Aspen Sky Winery & Distillery\, 860 Enterprise Ave\, Slinger\, WI\, 53086\, United States
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DTSTART;TZID=America/Chicago:20260521T180000
DTEND;TZID=America/Chicago:20260521T200000
DTSTAMP:20260417T102552
CREATED:20260416T205122Z
LAST-MODIFIED:20260416T205122Z
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SUMMARY:WOMEN & WEALTH | When Life Changes How Women Can Prepare Financially for the Unexpected
DESCRIPTION:Life transitions often arrive without warning.  Whether it’s the loss of a partner\, a health crisis\, divorce\, or a sudden financial responsibility\, many women find themselves needing to navigate complex financial decisions at a time when emotions are already high. \nThis workshop is designed to help women prepare before those moments arrive. \nTogether we’ll explore the key financial and practical steps every woman should take now to be ready for life’s unexpected turns.  We’ll discuss the resources\, documents\, and conversations that can make all the difference during times of transition. \nBecause preparation isn’t about expecting the worst – it’s about creating clarity\, confidence\, and peace of mind for whatever the future holds. \nAll of the Women & Wealth events are complementary. Reservations are required.
URL:https://events.annexwealth.com/event/women-wealth-when-life-changes-how-women-can-prepare-financially-for-the-unexpected/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:Women & Wealth
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