WEBINAR | Understand Your WRS Pension Potential | 7/8/2025

Online Event WI, United States

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. Annex Wealth Management's Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA discuss how to look at your statement and even go […]

PFISTER | Navigating The Markets | 7/9/2025

Annex Wealth Management Pfister Branch Office 424 E Wisconsin Ave, Suite 2, Milwaukee, WI, United States

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 Chief Investment Officer, Derek V.W. Felske, CFA®, and Branch Director, Fred Coleman, CFP®, as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating The Markets | 7/10/2025

Online Event WI, United States

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.

WEBINAR | Instant Insight: Inflation Trends | 7/15/2025

Online Event WI, United States

A thief in your savings? You 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. Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll […]

MADISON | Navigating The Markets | 7/16/2025

Annex Wealth Management Madison Office 1200 John Q Hammons Drive #Suite 101, Madison, WI, United States

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 Director of Equity Research, Jason Cooper, CFA®, and Branch Director, Mark Pent, as they share with you the perspectives of the Annex Investment Committee.

WOMEN & WEALTH | An Evening Garden Tour & Wine Glass Painting |7/17/2025

Boerner Botanical Gardens, Nell's Café 9400 Boerner Dr., Hales Corners, WI, United States

Meet other garden enthusiasts in this casual evening, as we tour the Boerner Botanical Gardens in full bloom along with painting wine glasses. Join us for this fun and extraordinary evening.

BROOKFIELD | Destination: Retirement, Are We There Yet? | 7/22/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

Do  you know your route – and your obstacles – to retirement? Are 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: using smart tax planning and thoughtful  […]

WEBINAR | Instant Insight: The Fed & the Markets | 7/30/2025

Online Event WI, United States

How to stay informed – but trust your financial plan. Some 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 […]

MEQUON | Destination: Retirement, Are We There Yet? | 7/30/2025

Annex Wealth Management Mequon Branch Office 12200 Corporate Parkway, Mequon, WI, United States

Do  you know your route – and your obstacles – to retirement? Are 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: using smart tax planning and thoughtful  […]

WOMEN & WEALTH | Women’s Guide to Preparing for the Unexpected | 8/21/2025

Annex Wealth Management Headquarters 17950 W. Corporate Dr, Brookfield, WI, United States

A comprehensive guide to planning and preparing for the unexpected!  We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”