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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240206T180000
DTEND;TZID=America/Chicago:20240206T193000
DTSTAMP:20260420T024241
CREATED:20240117T155909Z
LAST-MODIFIED:20240117T155909Z
UID:13123-1707242400-1707247800@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Election Year Investment Myths | 2/6/24
DESCRIPTION:Join Tom Parks\, AIF®\, CRPS and Deanne Phillips\, CFP®\, CDFA®\, ABFPsm as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb“ as you calibrate your financial plan. \n*PLEASE NOTE THIS EVENT IS BEING HELD OFFSITE*
URL:https://events.annexwealth.com/event/lake-country-election-year-investment-myths-2-6-24/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240206T180000
DTEND;TZID=America/Chicago:20240206T193000
DTSTAMP:20260420T024242
CREATED:20240117T155909Z
LAST-MODIFIED:20240117T155909Z
UID:1378642-1707242400-1707247800@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Election Year Investment Myths | 2/6/24
DESCRIPTION:Join Tom Parks\, AIF®\, CRPS and Deanne Phillips\, CFP®\, CDFA®\, ABFPsm as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb“ as you calibrate your financial plan. \n*PLEASE NOTE THIS EVENT IS BEING HELD OFFSITE*
URL:https://events.annexwealth.com/event/lake-country-election-year-investment-myths-2-6-24-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240213T180000
DTEND;TZID=America/Chicago:20240213T193000
DTSTAMP:20260420T024242
CREATED:20240122T211001Z
LAST-MODIFIED:20240122T211001Z
UID:13134-1707847200-1707852600@events.annexwealth.com
SUMMARY:MADISON | Election Year Investment Myths | 2/13/2024
DESCRIPTION:Join Tom Parks\, AIF®\, CRPS\, Deanne Phillips\, CFP®\, CDFA®\, ABFP℠\, and Mark Pent\, Branch Director of our Madison office\, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb” as you calibrate your financial plan.
URL:https://events.annexwealth.com/event/madison-election-year-investment-myths-2-13-2024/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240213T180000
DTEND;TZID=America/Chicago:20240213T193000
DTSTAMP:20260420T024242
CREATED:20240122T211001Z
LAST-MODIFIED:20240122T211001Z
UID:1378644-1707847200-1707852600@events.annexwealth.com
SUMMARY:MADISON | Election Year Investment Myths | 2/13/2024
DESCRIPTION:Join Tom Parks\, AIF®\, CRPS\, Deanne Phillips\, CFP®\, CDFA®\, ABFP℠\, and Mark Pent\, Branch Director of our Madison office\, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb” as you calibrate your financial plan.
URL:https://events.annexwealth.com/event/madison-election-year-investment-myths-2-13-2024-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Election-Year-Investment-Myths.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240214T120000
DTEND;TZID=America/Chicago:20240214T130000
DTSTAMP:20260420T024242
CREATED:20240201T221415Z
LAST-MODIFIED:20240201T221415Z
UID:13179-1707912000-1707915600@events.annexwealth.com
SUMMARY:WEBINAR | Financial Planning Through 2024 Volatility | 2/14/2024
DESCRIPTION: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. \nThis webinar begins at 12 P.M. CT/1 P.M. ET
URL:https://events.annexwealth.com/event/webinar-financial-planning-through-2024-volatility-2-14-2024/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/Financial-Planning-Through-2024-Volatility.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240214T120000
DTEND;TZID=America/Chicago:20240214T130000
DTSTAMP:20260420T024242
CREATED:20240201T221415Z
LAST-MODIFIED:20240201T221415Z
UID:1378650-1707912000-1707915600@events.annexwealth.com
SUMMARY:WEBINAR | Financial Planning Through 2024 Volatility | 2/14/2024
DESCRIPTION: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. \nThis webinar begins at 12 P.M. CT/1 P.M. ET
URL:https://events.annexwealth.com/event/webinar-financial-planning-through-2024-volatility-2-14-2024-2/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/02/Financial-Planning-Through-2024-Volatility.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240215T180000
DTEND;TZID=America/Chicago:20240215T200000
DTSTAMP:20260420T024242
CREATED:20240125T220028Z
LAST-MODIFIED:20240125T220028Z
UID:13140-1708020000-1708027200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Stocks\, Bonds & The Economy - Oh My! | 2/15/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nAnnex’s Chief Economist\, Brian Jacobsen PhD\, JD\, CFA®\, CFP®\, CAIA\,CBE & Deanne Phillips CFP®\, CDFA®\, ABFP℠ discuss the ins and outs of different asset and investment classes. Join us as we unravel some financial jargon to better arm you for an empowered conversation with your investment advisor. We will also include questions you should be asking of your advisor\, and what to expect when someone manages your finances and creates your financial plan.
URL:https://events.annexwealth.com/event/brookfield-stocks-bonds-the-economy-oh-my-2-15-24/
LOCATION:WI
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Stocks-Bonds-The-Economy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240215T180000
DTEND;TZID=America/Chicago:20240215T200000
DTSTAMP:20260420T024242
CREATED:20240125T220028Z
LAST-MODIFIED:20240125T220028Z
UID:1378645-1708020000-1708027200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Stocks\, Bonds & The Economy - Oh My! | 2/15/24
DESCRIPTION:Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. \nAnnex’s Chief Economist\, Brian Jacobsen PhD\, JD\, CFA®\, CFP®\, CAIA\,CBE & Deanne Phillips CFP®\, CDFA®\, ABFP℠ discuss the ins and outs of different asset and investment classes. Join us as we unravel some financial jargon to better arm you for an empowered conversation with your investment advisor. We will also include questions you should be asking of your advisor\, and what to expect when someone manages your finances and creates your financial plan.
URL:https://events.annexwealth.com/event/brookfield-stocks-bonds-the-economy-oh-my-2-15-24-2/
LOCATION:WI
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/WW-Stocks-Bonds-The-Economy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240220T180000
DTEND;TZID=America/Chicago:20240220T193000
DTSTAMP:20260420T024242
CREATED:20240130T160310Z
LAST-MODIFIED:20240130T160310Z
UID:1378646-1708452000-1708457400@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement. Are We There Yet?
DESCRIPTION:Do you know your route – and your obstacles – to retirement?  \nAre 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. \nYou’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.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240220T180000
DTEND;TZID=America/Chicago:20240220T193000
DTSTAMP:20260420T024242
CREATED:20240130T160310Z
LAST-MODIFIED:20240130T160310Z
UID:13149-1708452000-1708457400@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement. Are We There Yet?
DESCRIPTION:Do you know your route – and your obstacles – to retirement?  \nAre 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. \nYou’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.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240221T180000
DTEND;TZID=America/Chicago:20240221T193000
DTSTAMP:20260420T024242
CREATED:20240131T221243Z
LAST-MODIFIED:20240131T221243Z
UID:13175-1708538400-1708543800@events.annexwealth.com
SUMMARY:APPLETON | Saving The Family Cottage | 2/21/24
DESCRIPTION:When multiple  family members inherit a vacation home together\, many problems can arise. \nOne beneficiary might not want to go there at all\, one might want all the best holidays\, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members\, keeping your vacation home out of the hands of creditors and divorce settlements\, and making a smooth transition from generation to generation.
URL:https://events.annexwealth.com/event/appleton-saving-the-family-cottage-2-21-24/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Saving-The-Family-Cottage.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240221T180000
DTEND;TZID=America/Chicago:20240221T193000
DTSTAMP:20260420T024242
CREATED:20240131T221243Z
LAST-MODIFIED:20240131T221243Z
UID:1378649-1708538400-1708543800@events.annexwealth.com
SUMMARY:APPLETON | Saving The Family Cottage | 2/21/24
DESCRIPTION:When multiple  family members inherit a vacation home together\, many problems can arise. \nOne beneficiary might not want to go there at all\, one might want all the best holidays\, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members\, keeping your vacation home out of the hands of creditors and divorce settlements\, and making a smooth transition from generation to generation.
URL:https://events.annexwealth.com/event/appleton-saving-the-family-cottage-2-21-24-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/Saving-The-Family-Cottage.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T160000
DTEND;TZID=America/New_York:20240228T180000
DTSTAMP:20260420T024242
CREATED:20240205T140735Z
LAST-MODIFIED:20240205T140735Z
UID:13183-1709136000-1709143200@events.annexwealth.com
SUMMARY:NAPLES | Women's Guide To Preparing For The Unexpected
DESCRIPTION:A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter\,  whether single or married\, and discussing resources to be considered in  preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.” \nThis event begins at 4:00 p.m. ET
URL:https://events.annexwealth.com/event/naples-womens-guide-to-preparing-for-the-unexpected/
LOCATION:WI
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Womens-Guide-To-Preparing-For-The-Unexpected.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T160000
DTEND;TZID=America/New_York:20240228T180000
DTSTAMP:20260420T024242
CREATED:20240205T140735Z
LAST-MODIFIED:20240205T140735Z
UID:1378651-1709136000-1709143200@events.annexwealth.com
SUMMARY:NAPLES | Women's Guide To Preparing For The Unexpected
DESCRIPTION:A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter\,  whether single or married\, and discussing resources to be considered in  preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.” \nThis event begins at 4:00 p.m. ET
URL:https://events.annexwealth.com/event/naples-womens-guide-to-preparing-for-the-unexpected-2/
LOCATION:WI
CATEGORIES:Women & Wealth
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Womens-Guide-To-Preparing-For-The-Unexpected.png
END:VEVENT
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