WEBINAR | Instant Insight: The Fed & the Markets | 6/17/2026
2026-06-17 15:00 - 15:30 (America/Chicago) | Online Event
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

WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
2026-06-18 18:00 - 20:00 | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
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 | 6/24/2026
2026-06-24 18:00 - 19:30 | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
There are unique financial challenges for those who age alone. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 7/2/2026
2026-07-02 09:00 - 09:30 | Online Event

WEBINAR | Navigating The Markets | 7/9/2026
2026-07-09 12:00 - 13:00 | Online Event
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 | 7/14/2026
2026-07-14 09:00 - 09:30 | Online Event
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.
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

WOMEN & WEALTH | Women & Wealth in Full Bloom | 7/16/2026
2026-07-16 17:30 - 19:30 | Boerner Botanical Gardens, 9400 Boerner Dr, Hales Corners, WI, 53130, United States
Join us for an evening of connection, appreciation, and natural beauty at Boerner Botanical Gardens.
As the gardens reach their peak bloom, we’ll celebrate the wonderful women who make our Women & Wealth community so special. Enjoy a stroll through the gardens, meaningful conversation, and the opportunity to connect with friends old and new in one of Wisconsin’s most beautiful settings.
Guests will also enjoy a hands-on botanical cooking experience, creating their own fresh pesto sauce to take home.
This complimentary event fills quickly, so reserve your spot online through Annex Wealth Management. We look forward to celebrating with you!

WEBINAR | Scams, Frauds & Deepfakes Smart Rules Every Family Needs to Know Now | 7/23/2026
2026-07-23 14:00 - 15:00 | Online Event
Scams today are more sophisticated, more personal, and more convincing than ever before — especially with the rise of artificial intelligence and deepfake technology. From romance scams and fake investment opportunities to impersonation fraud and AI-generated voices, even smart, cautious people are becoming targets.
This engaging webinar explores how modern scams work, why they are so effective, and the practical steps families can take to better protect themselves, their finances, and their identities. Attendees will leave with real-world examples, practical tools, and a simple framework to help recognize red flags and respond more confidently to suspicious calls, emails, texts, and financial requests.
Because the best defense against scams isn’t fear — it’s awareness and preparation.

BROOKFIELD | Couples in Retirement | 7/23/2026
2026-07-23 18:00 - 19:30 | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
Retirement is one of the biggest transitions a couple will experience — and it’s about far more than money. As careers wind down and routines change, couples often face important questions about lifestyle, purpose, healthcare, travel, family, finances, and how they want to spend this next chapter together.
This engaging workshop explores the financial and emotional conversations couples should have before and during retirement, including retirement timing, Social Security, healthcare planning, caregiving, spending priorities, and navigating changing roles and expectations.
Because successful retirement planning isn’t just about preparing financially — it’s about building a life that works well together

WEBINAR | Instant Insight: The Fed & the Markets | 7/29/2026
2026-07-29 15:00 - 15:30 | Online Event

WOMEN & WEALTH | Courageous Conversations: The Financial Talks We Keep Postponing | 9/17/2026
2026-09-17 18:00 - 20:00 | Annex Wealth Management Headquarters, 17950 W Corporate Drive Suite 300, Brookfield, WI, 07045, United States
Some of life’s most important conversations are also the hardest to begin.

Join Women & Wealth for an honest and thoughtful discussion about the talks families and couples often avoid — including changing independence, caregiving, money, retirement expectations, inheritance, second marriages, and the wishes we hope our loved ones will understand someday. Together, we’ll explore how to approach these conversations with greater clarity, compassion, and confidence — before a crisis forces them.

Because sometimes the most loving thing we can do is start the conversation.
