Annex Wealth Management

BROOKFIELD | Saving the Family Cottage | 4/3/2025
2025-04-03 18:00 - 19:30 (America/Chicago)
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.

BROOKFIELD | Single in Retirement: Financial Planning Strategies | 3/26/2025
2025-03-26 18:00 - 19:30 (America/Chicago)
About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

WEBINAR | Planning Through 2025 Volatility | 3/24/2025
2025-03-24 13:00 - 14:00 (America/Chicago)
Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.

WOMEN & WEALTH | An Evening of Passion Assets & Wine Tasting | 3/20/2025
2025-03-20 18:00 - 20:00 (America/Chicago)
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 a local sommelier.

NAPLES | Navigating the Markets | 3/19/2025
2025-03-19 15:00 - 16:30 (America/New_York)
Ask the experts! Wondering about the impact of a new president’s second time in office? Tech turmoil? Tariffs? Join Annex Wealth Management for “Navigating the Markets,” an interactive presentation focused on providing fresh insight on today’s markets and economy.
Annex Wealth Management’s Dave Spano, CFP and Chief Investment Strategist, Dr. Todd Voit will field your questions and present our team’s outlook.

WEBINAR | Instant Insight: The Fed & the Markets | 3/19/2025
2025-03-19 15:00 - 15:30 (America/Chicago)
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

LAKE COUNTRY | Navigating the Markets |3/13/2025
2025-03-13 17:30 - 19:00 (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 Chief Investment Officer, Derek V.W. Felske, CFA® and Lake Country Branch Director, Nik Kibardin as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating the Markets | 3/13/2025
2025-03-13 15:15 - 15:45 (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.

MEQUON | Navigating the Markets | 3/12/2025
2025-03-12 16:00 - 17:30 (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 Chief Investment Officer, Derek V.W. Felske, CFA® and Mequon Branch Director, Ken Symes as they share with you the perspectives of the Annex Investment Committee.

APPLETON | Navigating the Markets | 3/12/2025
2025-03-12 16:00 - 17:30 (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 Research Analyst, Ken Bellinger, MBA, CFA® and Appleton Branch Director, Jeff Daye, CFP®, CRPS®, RPA as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: Inflation Trends | 3/12/2025
2025-03-12 09:00 - 09:30 (America/Chicago)

WEBINAR | Tariffs: How They Could Affect Portfolios | 3/11/2025
2025-03-11 13:00 - 14:00 (America/Chicago)
Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs, how are they implemented, and what sectors of the economy could benefit if they’re put in place?
Join us March 11th at 1pm for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano, Chief Economist Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and WTMJ’s Steve Scaffidi will discuss and take your questions.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 3/7/2025
2025-03-07 09:00 - 09:30 (America/Chicago)

PFISTER | Single in Retirement: Financial Planning Strategies | 3/5/2025
2025-03-05 18:00 - 19:30 (America/Chicago)

WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025
2025-02-20 18:00 - 20:00 (America/Chicago)
Worried that the wealth you’ll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop, he shares with you what he’s learned over the course of his career that works well and what doesn’t; including: understanding the challenges you’re facing, properly and realistically defining what success looks like, knowing what you should and should not do regarding wealth, and achieving meaningful, multi-generational goals.

BROOKFIELD | Destination Retirement: Are We There Yet? | 2/18/2025
2025-02-18 18:00 - 19:30 (America/Chicago)
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.
