WEBINAR | Navigating the Markets | 1/9/2025
2025-01-09 16:00 - 17:00 (America/Chicago) | 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.

LAKE COUNTRY | Navigating the Markets | 1/9/2025
2025-01-09 17:30 - 18:30 | Annex Wealth Management Lake Country Branch Office, 2301 Sun Valley Drive, Suite 100, Delafield, WI, 53018, 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 Research, Matt Morzy, CFP® and Lake County Branch Director, Nik Kibardin, MBA, CFP® as they share with you the perspectives of the Annex Investment Committee.

BROOKFIELD | Moving in Retirement | 1/9/2025
2025-01-09 18:00 - 19:30 | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Join us for a lively, interactive workshop where we will be discussing 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; factors to consider such as cost of living adjustments and hidden taxes, and why you should know the difference between residence and domicile.
