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SUMMARY:BROOKFIELD | Destination Retirement: Are We There Yet? | 11/4/2025
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: \n\nusing smart tax planning and thoughtful  timing of cashflows\nbetter understanding of your balance sheet and resources\ntaking steps to maximize smart investing.\n\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-11-4-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
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DTSTART;TZID=America/Chicago:20251107T090000
DTEND;TZID=America/Chicago:20251107T093000
DTSTAMP:20260417T041317
CREATED:20251103T165307Z
LAST-MODIFIED:20251103T165307Z
UID:14717-1762506000-1762507800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 11/7/2025
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-11-7-2025/
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:20251113T090000
DTEND;TZID=America/Chicago:20251113T093000
DTSTAMP:20260417T041317
CREATED:20251105T180334Z
LAST-MODIFIED:20251105T180334Z
UID:14722-1763024400-1763026200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 11/13/2025
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-11-13-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Inflation-Red.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T120000
DTEND;TZID=America/Chicago:20251113T130000
DTSTAMP:20260417T041317
CREATED:20251105T171054Z
LAST-MODIFIED:20251105T171054Z
UID:14720-1763035200-1763038800@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 11/13/2025
DESCRIPTION:Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy.\n\n\n\n\n\n\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-11-13-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
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DTSTART;TZID=America/Chicago:20251113T180000
DTEND;TZID=America/Chicago:20251113T193000
DTSTAMP:20260417T041317
CREATED:20251010T204838Z
LAST-MODIFIED:20251010T204838Z
UID:14699-1763056800-1763062200@events.annexwealth.com
SUMMARY:MEQUON | Year End Tax Planning | 11/13/2025
DESCRIPTION:Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill\nLearn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!\nLearn what to do right now\, during the months of October and November\, the “sweet spot” for year-end tax planning.\nSee how running a “mock” tax return now can uncover opportunities to optimize your plan\nReceive our free guide\, Optimizing Through Change. 2025 Year-End Tax Planning\, at this event. 
URL:https://events.annexwealth.com/event/mequon-year-end-tax-planning-11-13-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/End-Of-Year-Tax-Planning-2025-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251118T130000
DTEND;TZID=America/Chicago:20251118T140000
DTSTAMP:20260417T041317
CREATED:20251027T134525Z
LAST-MODIFIED:20251027T134525Z
UID:14714-1763470800-1763474400@events.annexwealth.com
SUMMARY:WEBINAR | Year End Tax Planning | 11/18/2025
DESCRIPTION:Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill\nLearn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!\nLearn what to do right now\, during the months of October and November\, the “sweet spot” for year-end tax planning.\nSee how running a “mock” tax return now can uncover opportunities to optimize your plan
URL:https://events.annexwealth.com/event/webinar-year-end-tax-planning-11-18-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/Image20251027094253.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251120T090000
DTEND;TZID=America/Chicago:20251120T093000
DTSTAMP:20260417T041317
CREATED:20251117T150326Z
LAST-MODIFIED:20251117T150326Z
UID:14726-1763629200-1763631000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 11/20/2025
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-the-economic-outlook-11-20-2025/
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:20251120T180000
DTEND;TZID=America/Chicago:20251120T200000
DTSTAMP:20260417T041317
CREATED:20251013T191946Z
LAST-MODIFIED:20251013T191946Z
UID:14701-1763661600-1763668800@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 11/20/2025
DESCRIPTION:About 28% 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.
URL:https://events.annexwealth.com/event/women-wealth-single-in-retirement-financial-planning-strategies-11-20-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/10/Image20251013141804.jpg
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