HQ | Financial Planning in A Changing Tax World | 12/4/2024
2024-12-04 18:00 - 19:30 (America/Chicago)
How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 12/6/2024
2024-12-06 09:00 - 10:00
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Instant Insight: Inflation Trends | 12/11/2024
2024-12-11 09:00 - 10:00

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 12/12/2024
2024-12-12 16:00 - 17:00
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 financial markets and the economy.

WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024
2024-12-18 15:00 - 16:00

WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024
2024-12-19 18:00 - 20:00
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 | Navigating the Markets | 1/9/2025
2025-01-09 16:00 - 17:00
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.

LAKE COUNTRY | Navigating the Markets | 1/9/2025
2025-01-09 17:30 - 18:30
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 Director of Research, Matt Morzy, CFP® and Lake County Branch Director, Nik Kibardin, MBA, CFP® as they share with you the perspectives of the Annex Investment Committee.

BROOKFIELD | Moving in Retirement | 1/9/2025
2025-01-09 18:00 - 19:30
Join us for a lively, interactive workshop 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: Jobs and the Economic Outlook | 1/10/2025
2025-01-10 09:00 - 10:00

WEBINAR | Instant Insight: Inflation Trends | 1/15/2025
2025-01-15 09:00 - 10:00

WOMEN & WEALTH | Life Happens: Is Your Family Prepared? | 1/16/2025
2025-01-16 18:00 - 20:00
Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever get taught what important steps to take. No matter your age, learn what you need to know about completing financial, healthcare, and life legacy documents that prepare you and your family for three things: what you know will happen, what you hope will happen, and what you hope will never happen. Understand the options, limitations, usefulness, and relevant issues so you and your loved ones can live as fully as possible, no matter what life brings.

WEBINAR | Instant Insight: Did DeepSeek Deep-Six Tech Stocks? | 1/28/2025
2025-01-28 09:30 - 10:30
Nvidia suffered the biggest one-day loss in US history today (1/27/25) after news that China’s DeepSeek AI may threaten US dominance. The tech sector followed Nvidia down. What does this mean for the broader markets and your portfolio?
Join us tomorrow at 9:30 AM for “Instant Insight.” Annex Wealth Management’s Dr. Brian Jacobsen will share our investment team’s thoughts on this tech news, including some indices we’ll be watching as news unfolds.
Markets move for all sorts of reasons – both policy changes and events. At Annex, we want you to stay informed so you can improve your journey. “Instant Insight” can help.

BROOKFIELD | Single in Retirement: Financial Planning Strategies | 1/28/2025
2025-01-28 18:00 - 19:30
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 | Selling A Business: Where To Start | 1/29/2025
2025-01-29 11:00 - 12:00
If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar, Annex Wealth Management’s Brandon Lehman and Brian Lamborne will discuss many of the key questions you may ask, including who you should consult with, what tasks you should prioritize, and when you’re ready to make your move. Join Brandon, Brian and WTMJ’s John Mercure for this informative webinar!
