Annex Wealth Management

WEBINAR | Navigating the Markets | 4/10/2025
2025-04-10 15:15 - 16:00 (America/Chicago)
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.

PFISTER | Navigating the Markets | 4/10/2025
2025-04-10 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.

BROOKFIELD | Are Annuities Worth It? | 4/10/2025
2025-04-10 18:00 - 19:30
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 – and potential dangers of annuity ownership.
*This event is for individuals who are not currently partnered with Annex Wealth Management. If you are a current Annex client and have questions on this topic, please reach out to your Wealth Manager or Client Service Manager.

WEBINAR | Financial Literacy Series: Cash Connection | 4/15/2025
2025-04-15 14:00 - 15:00
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!
Could better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection.
During this interactive workshop, we’ll challenge you with a wide range of questions, like “What’s the difference between a tax credit and a tax deduction? Or Which is better, baseline budgeting or zero-based budgets?

WEBINAR | 5 Planning Possibilities For 2025. And What You Can Do Now. | 4/17/2025
2025-04-17 12:00 - 13:00
Experts disagree on what lies ahead for taxes and individual financial plans. Given the uncertainty, what actions can you take now? In this webinar, we’ll explore five possible tax law changes, breaking down the “what ifs” and what they might mean for you and your plan.

WOMEN & WEALTH | Mind Over Money: Understanding Behavioral Finance | 4/17/2025
2025-04-17 18:00 - 20:00
Join us for an enlightening workshop that delves into the fascinating world of behavioral finance. “Mind Over Money” explores how psychological factors and cognitive biases influence our financial decisions. Through engaging discussions and interactive activities, you’ll learn about common financial behaviors, why we make irrational choices, and how to develop strategies for better money management. Whether you’re looking to improve your personal finances or simply curious about the psychology behind spending, this workshop offers valuable insights to help you make smarter financial decisions.

WEBINAR | Financial Literacy Series: Who Wants to be a Billionaire? | 4/23/2025
2025-04-23 11:00 - 12:00
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!

APPLETON | Are Annuities Worth It? | 4/29/2025
2025-04-29 18:00 - 19:30
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 – and potential dangers of annuity ownership.
*This event is for individuals who are not currently partnered with Annex Wealth Management. If you are a current Annex client and have questions on this topic, please reach out to your Wealth Manager or Client Service Manager.

WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/2025
2025-04-30 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.

LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025
2025-05-01 18:00 - 19:30
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 – and potential dangers of annuity ownership.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/2/2025
2025-05-02 09:00 - 21:30
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
