In Case You Missed It: Annex Events

Annex Wealth Management provides free workshops, open to the public, on key wealth management topics. Missed one of our events? Watch it here.

IN CASE YOU MISSED IT

(WEBINAR) The Gift Of Education | 529 Plans

Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid.

IN CASE YOU MISSED IT

(WEBINAR) Investigating: 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 – and why you should know the difference between residence and domicile.

IN CASE YOU MISSED IT

(WEBINAR) Behind The Scenes With Badger Basketball

Join us for an entertaining hour of conversation and Q&A with University of Wisconsin’s Head Men’s Basketball coach, Greg Gard. Annex Wealth Management’s Dave Spano will lead a wide-ranging discussion with the Wisconsin-born-and-raised coach on basketball, leadership, and his path to UW.