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SUMMARY:WEBINAR | Instant Insight: Jobs & The Economic Outlook | 6/5/2026
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/instant-insight-jobs-the-economic-outlook-6-5-2026/
LOCATION:Online Event
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DTSTART;TZID=America/Chicago:20260610T090000
DTEND;TZID=America/Chicago:20260610T093000
DTSTAMP:20260602T101023
CREATED:20260528T160124Z
LAST-MODIFIED:20260528T160124Z
UID:1382390-1781082000-1781083800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 6/10/2026
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. \nInstant 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-6-10-2026/
LOCATION:Online Event
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DTSTART;TZID=America/Chicago:20260610T120000
DTEND;TZID=America/Chicago:20260610T130000
DTSTAMP:20260602T101023
CREATED:20260530T144930Z
LAST-MODIFIED:20260530T145007Z
UID:1382404-1781092800-1781096400@events.annexwealth.com
SUMMARY:WEBINAR | The Smart Guide to RSUs\, Stock Options & Taxes | 6/10/2026
DESCRIPTION:Equity compensation can be a powerful wealth-building tool\, but it also introduces complex tax and investment decisions that can be misunderstood.   \n\n\nIn this webinar\, we’ll break down the most common forms of equity compensation\, including Restricted Stock Units (RSUs)\, Non-Qualified Stock Options (NQSOs)\, and other stock-based compensation arrangements. \n\n\nWe’ll discuss how these strategies typically work\, common tax implications\, and conventional planning considerations: \n\n·        when it may make sense to sell vested RSUs \n·        exercise stock options \n·        hold shares longer term \n\nGrow your understanding and calibrate your plan around: \n\n·        concentration risk \n·        diversification \n·        tax withholding surprises \n·        AMT considerations \n·        how equity compensation fits into a broader financial plan \n\nWhether you’re actively receiving equity compensation or simply want a better understanding of how these benefits work\, this 40-minute session is designed to provide practical education and planning insights to help you make more informed decisions.
URL:https://events.annexwealth.com/event/webinar-the-smart-guide-to-rsus-stock-options-taxes-6-10-2026/
LOCATION:Online Event
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DTSTART;TZID=America/Chicago:20260611T120000
DTEND;TZID=America/Chicago:20260611T130000
DTSTAMP:20260602T101023
CREATED:20260528T163701Z
LAST-MODIFIED:20260528T163701Z
UID:1382399-1781179200-1781182800@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 6/11/2026
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\n\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-6-11-2026/
LOCATION:Online Event
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DTSTART;TZID=America/Chicago:20260617T150000
DTEND;TZID=America/Chicago:20260617T153000
DTSTAMP:20260602T101023
CREATED:20260528T160353Z
LAST-MODIFIED:20260528T160353Z
UID:1382394-1781708400-1781710200@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: The Fed & the Markets | 6/17/2026
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-6-17-2026/
LOCATION:Online Event
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DTSTART;TZID=America/Chicago:20260618T180000
DTEND;TZID=America/Chicago:20260618T200000
DTSTAMP:20260602T101023
CREATED:20260421T174215Z
LAST-MODIFIED:20260421T174215Z
UID:1381069-1781805600-1781812800@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
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/women-wealth-saving-the-family-cottage-6-18-2026/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:Women & Wealth
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DTSTART;TZID=America/Chicago:20260624T180000
DTEND;TZID=America/Chicago:20260624T193000
DTSTAMP:20260602T101023
CREATED:20260522T183708Z
LAST-MODIFIED:20260522T183708Z
UID:1382370-1782324000-1782329400@events.annexwealth.com
SUMMARY:Single In Retirement: Financial Planning Strategies
DESCRIPTION:There are unique financial challenges for those who age alone. 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/single-in-retirement-financial-planning-strategies/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:It's Your Money
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