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DTSTART;TZID=America/Chicago:20260108T180000
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UID:14752-1767895200-1767900600@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement. Are We There Yet? | 1/8/2026
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-1-8-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/DRAWTY.jpg
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DTSTART;TZID=America/Chicago:20260109T090000
DTEND;TZID=America/Chicago:20260109T093000
DTSTAMP:20260524T125738
CREATED:20251211T205423Z
LAST-MODIFIED:20251211T205423Z
UID:14758-1767949200-1767951000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 1/9/2026
DESCRIPTION:Your retirement goals matter.\n\n\n\n\n\n\n\n\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-1-9-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Jobs-Gold.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260113T090000
DTEND;TZID=America/Chicago:20260113T093000
DTSTAMP:20260524T125738
CREATED:20251211T211433Z
LAST-MODIFIED:20260112T171014Z
UID:14760-1768294800-1768296600@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 1/13/2026
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 \n\n\nRegister Now
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-1-13-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250722150243.png
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DTSTART;TZID=America/Chicago:20260115T120000
DTEND;TZID=America/Chicago:20260115T130000
DTSTAMP:20260524T125738
CREATED:20251217T170251Z
LAST-MODIFIED:20260112T175241Z
UID:14767-1768478400-1768482000@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 1/15/2026
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\nJoin Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee. \n\n\nRegister Now
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-1-15-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/NTM.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260120T130000
DTEND;TZID=America/Chicago:20260120T140000
DTSTAMP:20260524T125738
CREATED:20251218T191532Z
LAST-MODIFIED:20260112T175305Z
UID:14775-1768914000-1768917600@events.annexwealth.com
SUMMARY:WEBINAR | Selling A Business: Where to Start | 1/20/2026
DESCRIPTION:If you’re about to or considering selling your business\, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar\, Annex Wealth Management’s Anthony Mlachnik and Brian Lamborne will discuss many of the key questions you may ask\, including who you should consult with\, what tasks you should prioritize\, and when you’re ready to make your move.  Join Anthony\, Brian and WTMJ’s Steve Scaffidi for this informative webinar! \n\n\nRegister Now
URL:https://events.annexwealth.com/event/webinar-selling-a-business-where-to-start-1-20-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/Image20251218131345.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260120T180000
DTEND;TZID=America/New_York:20260120T200000
DTSTAMP:20260524T125738
CREATED:20251208T193251Z
LAST-MODIFIED:20260112T175332Z
UID:14748-1768932000-1768939200@events.annexwealth.com
SUMMARY:NAPLES | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 1/20/2026
DESCRIPTION:Join us for an educational and engaging event complete with hors d’oeuvres and refreshments. \n\nDiscover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. This session explores forward-thinking financial planning and tax strategies designed to help you make the most of evolving charitable provisions. We’ll break down opportunities for both itemizers and non-itemizers\, highlight enhanced deductions\, and review powerful giving tools such as Qualified Charitable Distributions (QCDs) and donor-advised funds (DAFs). Attendees will leave with a clear understanding of how coordinated planning can elevate their giving\, reduce taxes\, and create a more meaningful philanthropic legacy. \n\n*Doors open to guests at 6:00pm EST\n*Presentation begins at 6:30pm EST \n\nRegister Now
URL:https://events.annexwealth.com/event/naples-the-art-of-giving-tax-savvy-strategies-for-greater-impact-1-19-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/The-Art-of-Giving-Tax-Savvy-Strategies-for-Greater-Impact-Graphic-scaled-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260121T120000
DTEND;TZID=America/Chicago:20260121T133000
DTSTAMP:20260524T125738
CREATED:20251219T173617Z
LAST-MODIFIED:20260112T175357Z
UID:14778-1768996800-1769002200@events.annexwealth.com
SUMMARY:PFISTER | Navigating the Markets 2026 & Beyond | 1/21/2026
DESCRIPTION:What makes 2026 different – and what it means for your plan. \nMid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones\, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Dave Spano and Brian Jacobsen will review key data points and adjustments you should consider when updating your financial plan. \n\nRegister Now
URL:https://events.annexwealth.com/event/pfister-navigating-the-markets-2026-beyond/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/Image20251219112729.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260121T170000
DTEND;TZID=America/Chicago:20260121T190000
DTSTAMP:20260524T125738
CREATED:20260107T175429Z
LAST-MODIFIED:20260205T152436Z
UID:14786-1769014800-1769022000@events.annexwealth.com
SUMMARY:WHITEFISH BAY | Open House | 1/21/2026
DESCRIPTION:An open house at Annex Wealth Management’s Whitefish Bay Branch (formerly WFA).  Meet your team and learn how Annex expertise can support you and your plans. \nRegistrations strongly encouraged.
URL:https://events.annexwealth.com/event/whitefish-bay-open-house-1-21-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/01/Image20260107115121.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260122T180000
DTEND;TZID=America/Chicago:20260122T200000
DTSTAMP:20260524T125738
CREATED:20251217T205130Z
LAST-MODIFIED:20260205T152420Z
UID:14770-1769104800-1769112000@events.annexwealth.com
SUMMARY:MEQUON | Women Wealth & Wisdom: 2026 Love & Lies Unveiled | 1/22/2026
DESCRIPTION:Join us for this educational event where we will enjoy wine and charcuterie! \n\n\nIn the rapidly evolving digital landscape\, scams are becoming more sophisticated and harder to detect\, posing a significant threat in online interactions. This empowerment program is designed to equip you with the knowledge and tools necessary to identify and protect yourself against the latest scams. Diving into the most current tactics used by criminals\, exploring the common strategies and warning signs to watch for. Through real-life examples and expert insights\, you can build skills to navigate online interactions safely and responsibly. Supporting a safer online experience for you and your loved ones.
URL:https://events.annexwealth.com/event/mequon-women-wealth-wisdom-2026-love-lies-unveiled-1-22-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/12/Image20251217155013.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260126T180000
DTEND;TZID=America/Chicago:20260126T193000
DTSTAMP:20260524T125738
CREATED:20260112T210658Z
LAST-MODIFIED:20260116T194028Z
UID:1378892-1769450400-1769455800@events.annexwealth.com
SUMMARY:APPLETON | Estate Planning with Wills\, Trusts and Beyond | 1/26/2026
DESCRIPTION:This presentation provides a practical overview of trusts and estate planning strategies designed to protect assets and beneficiaries. Led by an estate planning attorney and financial planner\, the session addresses common misconceptions\, the role of trusts in avoiding probate\, beneficiary designations\, inheritance protection planning\, and how integrated financial planning enhances long-term estate outcomes.
URL:https://events.annexwealth.com/event/appleton-understanding-trust-or-estate-planning-with-wills-trusts-and-beyond-1-26-2026/
LOCATION:Bubolz Nature Preserve\, 4815 N Lynndale Dr.\, Appleton\, WI\, 54913\, United States
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2026/01/Image20260116143818.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260128T150000
DTEND;TZID=America/Chicago:20260128T153000
DTSTAMP:20260524T125738
CREATED:20251211T211544Z
LAST-MODIFIED:20260205T152403Z
UID:14762-1769612400-1769614200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 1/28/2026
DESCRIPTION:How to stay informed – but trust your financial plan.\nSome 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. \nIn about 15-20 minutes\, Instant Insight: The Fed & The Markets will discuss: \n·         How the Fed’s announcement might affect your retirement plan\n·         Impacts of the Fed’s announcement on some of your life decisions\, like finding a new home\n·         Your questions while helping you understand what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-1-28-2026/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/05/Instant-Insight-Fed-Blue.png
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