Annex Wealth Management

WEBINAR | Selling A Business: Where to Start | 1/20/2026
2026-01-20 13:00 - 14:00 (America/Chicago) | WI
If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar, Annex Wealth Management’s Anthony Mlachnik and Brian Lamborne will discuss many of the key questions you may ask, including who you should consult with, what tasks you should prioritize, and when you’re ready to make your move. Join Anthony, Brian and WTMJ’s Steve Scaffidi for this informative webinar!

NAPLES | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 1/20/2026
2026-01-20 18:00 - 20:00 (America/New_York) | The Bayfront Inn, 5th Ave, 1221 5th Ave, Naples, FL, 34102, United States
Join us for an educational and engaging event complete with hors d’oeuvres and refreshments.

Discover how to maximize both your charitable impact and your tax efficiency under the new One Big Beautiful Bill Act. This session explores forward-thinking financial planning and tax strategies designed to help you make the most of evolving charitable provisions. We’ll break down opportunities for both itemizers and non-itemizers, highlight enhanced deductions, and review powerful giving tools such as Qualified Charitable Distributions (QCDs) and donor-advised funds (DAFs). Attendees will leave with a clear understanding of how coordinated planning can elevate their giving, reduce taxes, and create a more meaningful philanthropic legacy.

*Doors open to guests at 6:00pm EST
*Presentation begins at 6:30pm EST

PFISTER | Navigating the Markets 2026 & Beyond | 1/21/2026
2026-01-21 12:00 - 13:30 (America/Chicago) | The Pfister Hotel, The Rouge Ballroom, 424 East Wisconsin Avenue, Milwaukee, WI, 53202, United States
What makes 2026 different – and what it means for your plan.
Mid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Dave Spano and Brian Jacobsen will review key data points and adjustments you should consider when updating your financial plan.

WHITEFISH BAY | Open House | 1/21/2026
2026-01-21 17:00 - 19:00 (America/Chicago) | Annex Wealth Management – Whitefish Bay, 633 E Henry Clay Street, Whitefish Bay, WI, 53217, United States
An open house at Annex Wealth Management’s Whitefish Bay Branch (formerly WFA). Meet your team and learn how Annex expertise can support you and your plans.
Registrations strongly encouraged.

MEQUON | Women Wealth & Wisdom: 2026 Love & Lies Unveiled | 1/22/2026
2026-01-22 18:00 - 20:00 (America/Chicago) | Ruby Tap Mequon, 6000 W Mequon Rd, Mequon, WI, 53092, United States
Join us for this educational event where we will enjoy wine and charcuterie!

In the rapidly evolving digital landscape, scams are becoming more sophisticated and harder to detect, posing a significant threat in online interactions. This empowerment program is designed to equip you with the knowledge and tools necessary to identify and protect yourself against the latest scams. Diving into the most current tactics used by criminals, exploring the common strategies and warning signs to watch for. Through real-life examples and expert insights, you can build skills to navigate online interactions safely and responsibly. Supporting a safer online experience for you and your loved ones.

WEBINAR | Instant Insight: The Fed & the Markets | 1/28/2026
2026-01-28 15:00 - 15:30 (America/Chicago) | 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 Fed’s announcement might affect you.
In about 15-20 minutes, Instant Insight: The Fed & The Markets will discuss:
· How the Fed’s announcement might affect your retirement plan
· Impacts of the Fed’s announcement on some of your life decisions, like finding a new home
· Your questions while helping you understand what may happen through the rest of the year
