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X-WR-CALDESC:Events for Annex Wealth Management
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DTSTART;TZID=America/Chicago:20250801T090000
DTEND;TZID=America/Chicago:20250801T093000
DTSTAMP:20260418T225018
CREATED:20250722T194028Z
LAST-MODIFIED:20250722T194028Z
UID:14526-1754038800-1754040600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 8/1/2025
DESCRIPTION:Your retirement goals matter. \nJoin us for Instant Insight: Jobs & the Economic Outlook\, a brief\, informative webinar where we’ll explain how the most recent jobs reports might affect you. \nIn about 15-20 minutes\, Jobs & the Economic Outlook will discuss: \n· What the new jobs numbers mean for your investments or 401(k) allocations\n· How those numbers might impact your lifestyle in retirement\n· Your questions and provide context for the jobs announcement
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-and-the-economic-outlook-8-1-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250722143739.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250811T123000
DTEND;TZID=America/Chicago:20250811T130000
DTSTAMP:20260418T225018
CREATED:20250804T162758Z
LAST-MODIFIED:20250804T162758Z
UID:14557-1754915400-1754917200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & Roth Conversion | 8/11/2025
DESCRIPTION:You’re working on your financial future with thoughts of proactive tax planning\, including the oh-so-popular Roth conversion strategy. And then… OBBBA is signed into law. Well\, the Annex team has reviewed all 900 pages of the law – especially\, the 400 which are tax provisions. Join us for Instant Insight: OBBBA & Roth Conversions\, a brief\, insightful interactive update where we’ll discuss: \n\nHow The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies\nNew Tax Deductions & Their Potential Impact on Roth Conversions\nStrategic Planning to Navigate Phaseouts and Tax Cliffs
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-roth-conversion-8-11-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/08/Image20250804112624.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250812T090000
DTEND;TZID=America/Chicago:20250812T093000
DTSTAMP:20260418T225018
CREATED:20250722T200346Z
LAST-MODIFIED:20250722T200346Z
UID:14529-1754989200-1754991000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 8/12/2025
DESCRIPTION:A thief in your savings? \nYou 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. \nJoin us for Instant Insight: Inflation Trends\, a brief\, informative webinar where we’ll talk about how the recent inflation numbers affect you.\nIn about 15-20 minutes\, Instant Insight: Inflation Trends will discuss: \n·         The trend in inflation – and how the markets and the Fed might respond\n·         Potential paths to navigate our current inflation picture\n·         Your questions and what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-8-12-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250729102528.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250812T180000
DTEND;TZID=America/Chicago:20250812T193000
DTSTAMP:20260418T225018
CREATED:20250730T144559Z
LAST-MODIFIED:20250730T144559Z
UID:14549-1755021600-1755027000@events.annexwealth.com
SUMMARY:BROOKFIELD | What The Big Beautiful Bill Means For Your Taxes & Retirement | 8/12/2025
DESCRIPTION:The new spending bill might mean changes to your everyday life\, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you\, your taxes\, and your retirement plan. \nJoin us for an interactive presentation where we’ll discuss how the new law: \n\nChanges tax and your tax plan\nImpacts financial planning\nMay provide opportunities for your future
URL:https://events.annexwealth.com/event/brookfield-what-the-big-beautiful-bill-means-for-your-taxes-retirement-8-12-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/The-Big-Beautiful-Bill_ONE-BIG-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250814T123000
DTEND;TZID=America/Chicago:20250814T130000
DTSTAMP:20260418T225018
CREATED:20250804T173013Z
LAST-MODIFIED:20250804T173013Z
UID:14562-1755174600-1755176400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & Education Planning | 8/14/2025
DESCRIPTION:The OBBBA’s 900 pages addressed many facets of financial planning\, including strategies for caring for your family through a thoughtful educational plan. Join us for Instant Insight: OBBBA & Education Planning\, a brief\, insightful interactive update where we’ll discuss: \n\nWhat new provisions of the law affect planning for the cost of education?\n529 Plan changes – let’s review them\nAre there new savings options?
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-education-planning-8-14-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/08/Image20250804122807.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250814T151500
DTEND;TZID=America/Chicago:20250814T160000
DTSTAMP:20260418T225018
CREATED:20250806T193941Z
LAST-MODIFIED:20250806T193941Z
UID:14581-1755184500-1755187200@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 8/14/2025
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-8-14-2025/
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:20250819T123000
DTEND;TZID=America/Chicago:20250819T130000
DTSTAMP:20260418T225018
CREATED:20250804T190457Z
LAST-MODIFIED:20250804T190457Z
UID:14565-1755606600-1755608400@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & Charitable Giving | 8/19/2025
DESCRIPTION:The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Join us for Instant Insight: OBBBA & Charitable Giving\, a brief\, insightful interactive update where we’ll discuss:\n\n\nNew Charitable Deduction for Non-Itemizers\nNew Floor on itemized deductions – a must know!\nPlan giving to optimize deductions and lower your lifetime tax bill
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-charitable-giving-8-19-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/08/Image20250804140258.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250819T170000
DTEND;TZID=America/Chicago:20250819T183000
DTSTAMP:20260418T225018
CREATED:20250806T191942Z
LAST-MODIFIED:20250806T191942Z
UID:14579-1755622800-1755628200@events.annexwealth.com
SUMMARY:MEQUON | What The Big Beautiful Bill Means For Your Taxes & Retirement  8/19/2025
DESCRIPTION:The new spending bill might mean changes to your everyday life\, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you\, your taxes\, and your retirement plan. \nJoin us for an interactive presentation where we’ll discuss how the new law may: \n\nChange tax and your tax plan\nImpact financial planning\nProvide opportunities for your future
URL:https://events.annexwealth.com/event/mequon-what-the-big-beautiful-bill-means-for-your-taxes-retirement-8-19-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/The-Big-Beautiful-Bill_ONE-BIG-scaled-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250821T180000
DTEND;TZID=America/Chicago:20250821T200000
DTSTAMP:20260418T225018
CREATED:20250701T153601Z
LAST-MODIFIED:20250701T153601Z
UID:14495-1755799200-1755806400@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Women's Guide to Preparing for the Unexpected | 8/21/2025
DESCRIPTION:A comprehensive guide to planning and preparing for the unexpected! \nWe’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.”
URL:https://events.annexwealth.com/event/women-wealth-womens-guide-to-preparing-for-the-unexpected-8-21-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250815102412.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250825T123000
DTEND;TZID=America/Chicago:20250825T130000
DTSTAMP:20260418T225018
CREATED:20250804T200135Z
LAST-MODIFIED:20250804T200135Z
UID:14568-1756125000-1756126800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: OBBBA & The Senior Deduction | 8/25/2025
DESCRIPTION:President Trump promised a tax break on Social Security. This temporary deduction is an attempt to address that promise. What does the Senior Deduction mean for your financial plan? \nJoin us for Instant Insight: OBBBA & The Senior Deduction a brief\, insightful interactive update where we’ll discuss: \n\n\n\n\n\n\nHow to leverage this meaningful but temporary tax deduction\nUnderstand Income-based Phaseout Limits – How to Navigate\nStrategize Social Security Timing in light of this change
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-the-senior-deduction-8-25-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/08/Image20250804145843.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250825T180000
DTEND;TZID=America/Chicago:20250825T190000
DTSTAMP:20260418T225018
CREATED:20250804T165325Z
LAST-MODIFIED:20250804T165325Z
UID:14560-1756144800-1756148400@events.annexwealth.com
SUMMARY:BROOKFIELD | What The One Big Beautiful Bill Means For Your Taxes & Retirement | 8/25/2025
DESCRIPTION:The new spending bill might mean changes to your everyday life\, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you\, your taxes\, and your retirement plan. \nJoin us for an interactive presentation where we’ll discuss how the new law may: \n\nChange tax and your tax plan\nImpact financial planning\nProvide opportunities for your future
URL:https://events.annexwealth.com/event/brookfield-what-the-one-big-beautiful-bill-means-for-your-taxes-retirement-8-25-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/The-Big-Beautiful-Bill_ONE-BIG-scaled-1.jpg
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