Annex Wealth Management

WEBINAR | Navigating the Markets | 4/10/2025
2025-04-10 15:15 - 16:00 (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.

WEBINAR | Tariffs: How They Could Affect Your Portfolio | 4/10/2025
2025-04-10 11:00 - 12:00 (America/Chicago) | Online Event, WI, United States
Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs, how are they implemented, and what sectors of the economy could benefit if they’re put in place?
Join us on April 10th at 11:00 am for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, and WISNs Dan O’Donnell will discuss and take your questions.

WEBINAR | Instant Insight: Inflation Trends | 4/10/25
2025-04-10 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States
Penetrating analysis from the Annex Wealth Management Investment Committee on the latest jobs numbers. What the numbers were and what they may mean to you.

MADISON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30 (America/Chicago) | Annex Wealth Management Madison Office, 1200 John Q Hammons Drive #Suite 101, Madison, WI, 53717, 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.

MEQUON | Navigating the Markets | 4/9/2025
2025-04-09 16:00 - 17:30 (America/Chicago) | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, 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 | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/9/2025
2025-04-09 12:00 - 13:00 (America/Chicago) | Online Event, WI, United States
April is Financial Literacy Month.

You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.
Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!
In our most interactive workshop of the series, we’ll ask questions which help paint a picture of life for the American consumer. From saving to spending, from crypto to cash management, give your answers – and compare your success to our “expert” 6th grader, Lola. What have you learned since graduating elementary school? Here’s your chance to find out as we lay a foundation for our journey through Financial Literacy Month.

WEBINAR | Instant Insight: Jobs & The Economic Outlook | 4/4/25
2025-04-04 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States

BROOKFIELD | Saving the Family Cottage | 4/3/2025
2025-04-03 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
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.

BROOKFIELD | Single in Retirement: Financial Planning Strategies | 3/26/2025
2025-03-26 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

WEBINAR | Planning Through 2025 Volatility | 3/24/2025
2025-03-24 13:00 - 14:00 (America/Chicago) | Online Event, WI, United States
Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.

WOMEN & WEALTH | An Evening of Passion Assets & Wine Tasting | 3/20/2025
2025-03-20 18:00 - 20:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle. Join speakers from Annex Wealth Management as they present on this informational topic along with a wine tasting hosted by a local sommelier.

NAPLES | Navigating the Markets | 3/19/2025
2025-03-19 15:00 - 16:30 (America/New_York) | Hilton | Naples – Sabal Palm Room, 5111 Tamiami Trail N, Naples, FL, 34103, United States
Ask the experts! Wondering about the impact of a new president’s second time in office? Tech turmoil? Tariffs? Join Annex Wealth Management for “Navigating the Markets,” an interactive presentation focused on providing fresh insight on today’s markets and economy.
Annex Wealth Management’s Dave Spano, CFP and Chief Investment Strategist, Dr. Todd Voit will field your questions and present our team’s outlook.

WEBINAR | Instant Insight: The Fed & the Markets | 3/19/2025
2025-03-19 15:00 - 15:30 (America/Chicago) | Online Event, WI, United States
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

LAKE COUNTRY | Navigating the Markets |3/13/2025
2025-03-13 17:30 - 19:00 (America/Chicago) | Annex Wealth Management Lake Country Office, 2301 Sun Valley Dr, 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 Chief Investment Officer, Derek V.W. Felske, CFA® and Lake Country Branch Director, Nik Kibardin as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Navigating the Markets | 3/13/2025
2025-03-13 15:15 - 15:45 (America/Chicago) | Online Event, WI, United States

MEQUON | Navigating the Markets | 3/12/2025
2025-03-12 16:00 - 17:30 (America/Chicago) | Annex Wealth Management Mequon Branch Office, 12200 Corporate Parkway, Mequon, WI, 53092, 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 Mequon Branch Director, Ken Symes as they share with you the perspectives of the Annex Investment Committee.

APPLETON | Navigating the Markets | 3/12/2025
2025-03-12 16:00 - 17:30 (America/Chicago) | Annex Wealth Management – Appleton Branch Office, 2801 E. Enterprise Ave.; Suite 101, Appleton, WI, 54913, 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 Research Analyst, Ken Bellinger, MBA, CFA® and Appleton Branch Director, Jeff Daye, CFP®, CRPS®, RPA as they share with you the perspectives of the Annex Investment Committee.

WEBINAR | Instant Insight: Inflation Trends | 3/12/2025
2025-03-12 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States

WEBINAR | Tariffs: How They Could Affect Portfolios | 3/11/2025
2025-03-11 13:00 - 14:00 (America/Chicago) | Online Event, WI, United States
Tariffs – and the threat of their implementation – have become a central part of United States trade and foreign policy. What are tariffs, how are they implemented, and what sectors of the economy could benefit if they’re put in place?
Join us March 11th at 1pm for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano, Chief Economist Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and WTMJ’s Steve Scaffidi will discuss and take your questions.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 3/7/2025
2025-03-07 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States

PFISTER | Single in Retirement: Financial Planning Strategies | 3/5/2025
2025-03-05 18:00 - 19:30 (America/Chicago) | The Pfister Hotel, The Rouge Ballroom, 424 East Wisconsin Avenue, Milwaukee, WI, 53202, United States

WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025
2025-02-20 18:00 - 20:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Worried that the wealth you’ll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop, he shares with you what he’s learned over the course of his career that works well and what doesn’t; including: understanding the challenges you’re facing, properly and realistically defining what success looks like, knowing what you should and should not do regarding wealth, and achieving meaningful, multi-generational goals.

BROOKFIELD | Destination Retirement: Are We There Yet? | 2/18/2025
2025-02-18 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, 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 timing of cashflows
better understanding of your balance sheet and resources
taking steps to maximize smart investing.

You’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will help you answer the important questions like: can I retire now, and will my resources last? This is a great exercise to do some primary complementary work with Annex and see how we partner with our clients to and through retirement.

APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025
2025-02-13 18:00 - 19:30 (America/Chicago) | Bubolz Nature Preserve, 4815 N Lynndale Dr., Appleton, WI, 54913, 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 timing of cashflows, better understanding of your balance sheet and resources, taking steps to maximize smart investing.
You’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will help you answer the important questions like: can I retire now, and will my resources last? This is a great exercise to do some primary complementary work with Annex and see how we partner with our clients to and through retirement.

WEBINAR | Navigating the Markets | 2/13/2025
2025-02-13 16:00 - 17:00 (America/Chicago) | Online Event, WI, United States

MEQUON | Navigating the Markets | 2/13/2025
2025-02-13 16:00 - 17:00 (America/Chicago) | Annex Wealth Management Mequon Office, 12200 Corporate Parkway, Mequon, WI, 53092, United States

WEBINAR | Instant Insight: Inflation Trends | 2/12/2025
2025-02-12 09:00 - 09:30 (America/Chicago) | Online Event, WI, United States

MADISON WOMEN & WEALTH | Single in Retirement: Financial Planning Strategies | 2/11/2025
2025-02-11 18:00 - 20:00 (America/Chicago) | Frostwood Farms Kitchen, 8225 Greenway Blvd, Suite 100, Middleton, WI, 53562, United States

BROOKFIELD | Financial Planning in A Changing Tax World | 2/10/2025
2025-02-10 18:00 - 19:30 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

WOMEN & WEALTH | What Women Need to Know About Divorce | 2/8/2025
2025-02-08 08:00 - 12:00 (America/Chicago) | Annex Wealth Management Headquarters, 17950 W. Corporate Dr, Brookfield, WI, 53045, United States
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time.
Topics Addressed Include:

Legal processes
Child support and maintenance
Potential tax consequences
Considerations around your house
Asset splitting considerations
Care for self and the family
Dealing with a contentious divorce
