Annex Wealth Management

WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements
2024-04-18 18:00 - 20:00 (America/Chicago)
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.
If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options, as well as end of life pre-planning options.

WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/24
2024-04-23 13:00 - 14:00
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
Join us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk, and exhibiting a little bit of patience can also have a positive effect. We’ll review investment basics, both technical and behavioral. Whether you are new to investing, need to phone a friend, or are the expert your friends call in tough situations, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!

BROOKFIELD | Investigating Bonds: Corporate vs. Munis | 4/24/24
2024-04-24 18:00 - 19:30
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.

WEBINAR | Cash On The Sidelines: How To Make It Work | 4/25/24
2024-04-25 13:00 - 14:00
Insights on how to manage the cash and fixed income portion of your portfolio.
Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and Deanne Phillips, CFP®, CDFA®, ABFP℠, Director of Client Learning and Development, will discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates. If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment. As always, we’re leaving time for your questions during the presentation.

WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/24
2024-04-30 12:00 - 13:00
April is Financial Literacy Month.
You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!

While knowing may be half the battle, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month, and how you can turn them into action as you can work toward a more secure financial future.

WEBINAR | Understand Your WRS Pension Potential | 4/30/24
2024-04-30 16:00 - 17:00
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 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!
