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SUMMARY:LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025
DESCRIPTION:Annuities are one of civilization’s oldest financial instruments. But what are they\, and do their benefits outweigh their pitfalls? \n\nAnnex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
URL:https://events.annexwealth.com/event/lake-country-annuities-unveiled-purely-educational-insights-for-smart-decisions-5-1-2025-2/
LOCATION:WI
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DTSTART;TZID=America/Chicago:20250501T180000
DTEND;TZID=America/Chicago:20250501T193000
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CREATED:20250408T172102Z
LAST-MODIFIED:20250408T172102Z
UID:14338-1746122400-1746127800@events.annexwealth.com
SUMMARY:LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025
DESCRIPTION:Annuities are one of civilization’s oldest financial instruments. But what are they\, and do their benefits outweigh their pitfalls? \n\nAnnex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
URL:https://events.annexwealth.com/event/lake-country-annuities-unveiled-purely-educational-insights-for-smart-decisions-5-1-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/04/annuities-LC.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250502T090000
DTEND;TZID=America/Chicago:20250502T213000
DTSTAMP:20260419T035207
CREATED:20250423T144121Z
LAST-MODIFIED:20250423T144121Z
UID:14352-1746176400-1746221400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/2/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-the-economic-outlook-5-2-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/09/Instant-Insight-2.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250505T180000
DTEND;TZID=America/Chicago:20250505T200000
DTSTAMP:20260419T035207
CREATED:20250409T202015Z
LAST-MODIFIED:20250409T202015Z
UID:14342-1746468000-1746475200@events.annexwealth.com
SUMMARY:MEQUON | An Evening of Passion Assets & Wine Tasting | 5/5/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/mequon-an-evening-of-passion-assets-wine-tasting-5-5-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/02/Image20250221130751.jpg
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DTSTART;TZID=America/Chicago:20250506T180000
DTEND;TZID=America/Chicago:20250506T193000
DTSTAMP:20260419T035207
CREATED:20250416T140113Z
LAST-MODIFIED:20250416T140113Z
UID:14349-1746554400-1746559800@events.annexwealth.com
SUMMARY:BROOKFIELD | Moving in Retirement | 5/6/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/brookfield-moving-in-retirement-5-6-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2023/01/Moving-In-Retirement-scaled-1.jpg
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DTSTART;TZID=America/Chicago:20250507T150000
DTEND;TZID=America/Chicago:20250507T153000
DTSTAMP:20260419T035207
CREATED:20250423T144256Z
LAST-MODIFIED:20250423T144256Z
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SUMMARY:WEBINAR | Instant Insight: The Fed & The Markets | 5/7/2025
DESCRIPTION:Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-5-7-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/07/Instant-Insight-1.png
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DTSTART;TZID=America/Chicago:20250508T151500
DTEND;TZID=America/Chicago:20250508T160000
DTSTAMP:20260419T035207
CREATED:20250425T152605Z
LAST-MODIFIED:20250425T152605Z
UID:14399-1746717300-1746720000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 5/8/2025
DESCRIPTION:Annex Wealth Management’s “Navigating The Markets“ is an interactive presentation focused on providing information and insight on today’s market and economy. \nJoin Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-5-8-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250513T090000
DTEND;TZID=America/Chicago:20250513T093000
DTSTAMP:20260419T035207
CREATED:20250423T144408Z
LAST-MODIFIED:20250423T144408Z
UID:14356-1747126800-1747128600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 5/13/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-5-13-2025/
LOCATION:WI
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DTSTART;TZID=America/Chicago:20250515T180000
DTEND;TZID=America/Chicago:20250515T200000
DTSTAMP:20260419T035207
CREATED:20250423T150224Z
LAST-MODIFIED:20250423T150224Z
UID:14358-1747332000-1747339200@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Women's Guide to Financial Self-Defense | 5/15/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/brookfield-womens-guide-to-financial-self-defense-5-15-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/04/Image20250423095814.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250521T180000
DTEND;TZID=America/Chicago:20250521T193000
DTSTAMP:20260419T035207
CREATED:20250429T145710Z
LAST-MODIFIED:20250429T145710Z
UID:14403-1747850400-1747855800@events.annexwealth.com
SUMMARY:APPLETON | Saving the Family Cottage | 5/21/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/appleton-saving-the-family-cottage-5-21-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/03/Image20250305124552.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250522T150000
DTEND;TZID=America/Chicago:20250522T160000
DTSTAMP:20260419T035207
CREATED:20250505T181718Z
LAST-MODIFIED:20250505T181718Z
UID:14413-1747926000-1747929600@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 5/22/2025
DESCRIPTION: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.
URL:https://events.annexwealth.com/event/webinar-understand-your-wrs-pension-potential-5-22-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Image20250505131252-scaled-1.png
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