WEBINAR | The Trump Nominees: From the Anti-China Cabinet to the Kitchen Sink | 12/4/2024
2024-12-04 13:00 - 14:00 (America/Chicago) | Online Event, WI, United States
President Trump has begun naming his nominees for key cabinet positions, giving us a glimpse of how he’ll be leading the country and guiding the economy. What do the nominees mean for China? Will Elon cut spending and throw out the kitchen sink? Join WISN’s Dan O’Donnell and Annex Wealth Management’s Dave Spano and Brian Jacobsen as they engage in their expert opinions on what we can expect around the globe, in our economy, and our own portfolios. How should you adjust your financial plan? Register to find out!

HQ | Financial Planning in A Changing Tax World | 12/4/2024
2024-12-04 18:00 - 19:30 | 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.

WEBINAR | Instant Insight: Jobs and the Economic Outlook | 12/6/2024
2024-12-06 09:00 - 10:00 | Online Event, WI, United States
Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

WEBINAR | Instant Insight: Inflation Trends | 12/11/2024
2024-12-11 09:00 - 10:00 | Online Event, WI, United States

WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 12/12/2024
2024-12-12 16:00 - 17:00 | Online Event, WI, United States
Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024
2024-12-18 15:00 - 16:00 | Online Event, WI, United States

WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024
2024-12-19 18:00 - 20:00 | 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.
