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Watch Past Webinars

Catch up on the latest insights. Watch our previous webinars at your own pace.

Instant Insight: Jobs & The Economic Outlook | 1/9/26

Your retirement goals matter.

Watch Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you.

In about 15-20 minutes, Jobs & the Economic Outlook will discuss:

What the new jobs numbers mean for your investments or 401(k) allocations
How those numbers might impact your lifestyle in retirement
Your questions and provide context for the jobs announcement

Navigating the Markets | 11/13/25

Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy.

Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.

Understand Your WRS Pension Potential | 10/21/25

If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan.

Join WTMJ’s Steve Scaffidi along with Annex Wealth Management’s Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA as they discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.

Instant Insight: OBBBA & Roth Conversion | 10/20/25

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:

How The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies
New Tax Deductions & Their Potential Impact on Roth Conversions
Strategic Planning to Navigate Phaseouts and Tax Cliffs