APPLETON | Are Annuities Worth It? | 4/29/2025

Bubolz Nature Preserve 4815 N Lynndale Dr., Appleton, WI, United States

Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?Annex Financial Planners discuss if and when an annuity might make sense […]

MEQUON | An Evening of Passion Assets & Wine Tasting | 5/5/2025

Ruby Tap Mequon 6000 W Mequon Rd, Mequon, WI, United States

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 […]

BROOKFIELD | Moving in Retirement | 5/6/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

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 […]

MEQUON | Navigating the Markets | 5/7/2025

Annex Wealth Management Mequon Office 12200 Corporate Parkway, Mequon, WI, United States

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 Director of Equity Research, Jason […]

LAKE COUNTRY | Navigating the Markets | 5/7/2025

Annex Wealth Management Lake Country Office 2301 Sun Valley Dr, Suite 100, Delafield, WI, United States

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 Director of Research, Matt Morzy, […]