Annex Wealth Management

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/2/2025
2025-05-02 09:00 - 21:30 (America/Chicago)
Penetrating analysis from the Annex Wealth Management Investment Committee on the latest jobs numbers. What the numbers were and what they may mean to you.

MEQUON | An Evening of Passion Assets & Wine Tasting | 5/5/2025
2025-05-05 18:00 - 20:00
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 Ruby Tap.

BROOKFIELD | Moving in Retirement | 5/6/2025
2025-05-06 18:00 - 19:30
Join us for a lively, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why you should know the difference between residence and domicile.

WEBINAR | Instant Insight: The Fed & The Markets | 5/7/2025
2025-05-07 15:00 - 15:30
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Navigating The Markets | 5/8/2025
2025-05-08 15:15 - 16:00
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.

WEBINAR | Instant Insight: Inflation Trends | 5/13/2025
2025-05-13 09:00 - 09:30
Penetrating analysis from the Annex Wealth Management Investment Committee on the latest inflation numbers. What the numbers were and what they may mean to you.

WOMEN & WEALTH | Women's Guide to Financial Self-Defense | 5/15/2025
2025-05-15 18:00 - 20:00
Join us for an informative discussion on financial awareness and challenges that women face when navigating financial products. In this workshop, designed especially for women, we will: learn how to identify red flags in common financial transactions, have a better understanding of the right questions to ask, discuss what you can do to protect yourself … all to make the best, informed decisions.

APPLETON | Saving the Family Cottage | 5/21/2025
2025-05-21 18:00 - 19:30
When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.

WEBINAR | Understand Your WRS Pension Potential | 5/22/2025
2025-05-22 15:00 - 16:00
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 Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.

WEBINAR | Instant Insight: Jobs & the Economic Outlook | 6/6/25
2025-06-06 09:00 - 09:30
Your retirement goals matter.
Join us for Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you.
In about 15-20 minutes, Jobs & the Economic Outlook will discuss:
· What the new jobs numbers mean for your investments or 401(k) allocations
· How those numbers might impact your lifestyle in retirement
· Your questions and provide context for the jobs announcement
Hosted by: Brian Jacobsen & John Mercure

BROOKFIELD | Destination Retirement: Are We There Yet? | 6/10/2025
2025-06-10 18:00 - 19:30
Do you know your route – and your obstacles – to retirement?
Are 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.

You’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

WEBINAR | Instant Insight: Inflation Trends | 6/11/25
2025-06-11 09:00 - 09:30
A thief in your savings?
You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money.
Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll talk about how the recent inflation numbers affect you.
In about 15-20 minutes, Instant Insight: Inflation Trends will discuss:
· The trend in inflation – and how the markets and the Fed might respond
· Potential paths to navigate our current inflation picture
· Your questions and what may happen through the rest of the year
Hosted by: Brian Jacobsen & John Mercure

LAKE COUNTRY | Navigating The Markets | 6/11/2025
2025-06-11 17:30 - 19:00
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 Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Branch Director, Kyle Svetlik as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating The Markets | 6/12/2025
2025-06-12 15:15 - 16:00
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.

WEBINAR | Instant Insight: The Fed & the Markets | 6/18/25
2025-06-18 15:00 - 15:30
How to stay informed – but trust your financial plan.
Some 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.
In about 15-20 minutes, Instant Insight: The Fed & The Markets will discuss:
· How the Fed’s announcement might affect your retirement plan
· Impacts of the Fed’s announcement on some of your life decisions, like finding a new home
· Your questions while helping you understand what may happen through the rest of the year
Hosted by: Brian Jacobsen & John Mercure

Women & Wealth | Her Stage Her Story: Women in Leadership and Triumph | 6/18/2025
2025-06-18 18:00 - 20:00
Join us for Her Stage, Her Story, a powerful evening of inspiration and impact featuring four extraordinary women leaders sharing their personal journeys—from boardrooms to opera stages. Meet the inspiring panelists:

Rashi Arora Khosla – Founder & CEO, Mars Solutions Group
Lynnea Katz-Petted – Non-profit leader sharing her story of healing and impact
Maggey Oplinger – General Director & CEO, Florentine Opera Company
Elyse Edelman – Professional Freelance Theater Artist

Moderated by Deanne Phillips, the evening includes live entertainment, wine-themed fundraising including a wine-walkabout and wine pull, and stories that will leave you energized and inspired.
All proceeds benefit UPAF and the performing arts organizations that bring our community to life.
Reserve your spot today!

WOMEN & WEALTH | 5 Market Volatility Tips *(And 1 Not-So-Secret Weapon) | 6/19/25
2025-06-19 18:00 - 20:00
Volatility is part of life. We experience it in our personal lives, facing world events and in the investment markets. There might be a path to less volatility anxiety. In this informative, hour-long interactive presentation, you’ll learn:
· Why volatility can be unsettling
· Responses to volatility: The good, bad, and ugly
· The tool that just might provide clarity – and more security – when facing volatility

WEBINAR | 7 Reasons Cash Isn’t A Great Long-Term Investment | 6/26/2025
2025-06-26 11:00 - 12:00
Recent data show that investors are holding record amounts of money in cash funds. If you are among those holding money in cash – or considering making that move – join us for this informative, interactive event. We’ll discuss from a planning perspective how cash serves your goals in some areas, but may not be the best long-term investment.
Please, bring your questions and come seeking answers and join us for “7 Reasons Cash Isn’t A Great Long-Term Investment.”

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 7/3/2025
2025-07-03 09:00 - 09:30
Your retirement goals matter.
Join us for Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you.
In about 15-20 minutes, Jobs & the Economic Outlook will discuss:
· What the new jobs numbers mean for your investments or 401(k) allocations
· How those numbers might impact your lifestyle in retirement
· Your questions and provide context for the jobs announcement

WEBINAR | Understand Your WRS Pension Potential | 7/8/2025
2025-07-08 14:00 - 15:00
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 Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.

WEBINAR | The Big Beautiful Bill: Impact On Your Taxes & Retirement | 7/9/25
2025-07-09 10:00 - 11:00
This weekend, President Trump signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages and understand what the law means for you, your taxes, and your retirement plan.
Join us for an interactive webinar where we’ll discuss how the new law:

Changes tax and your tax plan
Impacts financial planning
Provides opportunities for your future

PFISTER | Navigating The Markets | 7/9/2025
2025-07-09 16:00 - 17:30
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 Chief Investment Officer, Derek V.W. Felske, CFA®, and Branch Director, Fred Coleman, CFP®, as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating The Markets | 7/10/2025
2025-07-10 15:15 - 16:00

WEBINAR | Instant Insight: Inflation Trends | 7/15/2025
2025-07-15 09:00 - 09:30
A thief in your savings?
You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money.
Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll talk about how the recent inflation numbers affect you.
In about 15-20 minutes, Instant Insight: Inflation Trends will discuss:
· The trend in inflation – and how the markets and the Fed might respond
· Potential paths to navigate our current inflation picture
· Your questions and what may happen through the rest of the year

WEBINAR | The One Big Beautiful Bill: What Business Owners Need to Know | 7/17/2025
2025-07-17 10:00 - 11:00
Whether you’re planning your exit, expanding your enterprise, or just getting started, this webinar is for you. We’ll unpack “The One Big Beautiful Bill.” Join us as we explore the following:
· Exit and succession planning
· Estate planning for business owners
· Buying or selling a business
· Choosing the right legal entity (LLC, S-Corp, C-Corp, etc.)
It doesn’t matter if you’re a seasoned entrepreneur or just starting out, this webinar will help equip you with the knowledge to make informed, strategic decisions.

WOMEN & WEALTH | An Evening Garden Tour & Wine Glass Painting |7/17/2025
2025-07-17 18:00 - 20:00
Meet other garden enthusiasts in this casual evening, as we tour the Boerner Botanical Gardens in full bloom along with painting wine glasses. Join us for this fun and extraordinary evening.

BROOKFIELD | Destination: Retirement, Are We There Yet? | 7/22/2025
2025-07-22 18:00 - 19:30
Do you know your route – and your obstacles – to retirement?
Are 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.

You’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.

WEBINAR | What The Big Beautiful Bill Means For Your Taxes & Retirement | 7/23/2025
2025-07-23 12:00 - 13:00
The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.

WEBINAR | How The OBBBA Might Change Your Obamacare | 7/30/2025
2025-07-30 12:30 - 13:00
Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or ‘The One Big Beautiful Bill Act’) which could have huge implications for ACA.

How might your retirement planning and healthcare planning change? Join us for this informative, interactive web event to find out.

WEBINAR | Instant Insight: The Fed & the Markets | 7/30/2025
2025-07-30 15:00 - 15:30
How to stay informed – but trust your financial plan.
Some 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.
In about 15-20 minutes, Instant Insight: The Fed & The Markets will discuss:
· How the Fed’s announcement might affect your retirement plan
· Impacts of the Fed’s announcement on some of your life decisions, like finding a new home
· Your questions while helping you understand what may happen through the rest of the year
