Week In Review
GDP and PCE reports are out, and the inverted yield curve is starting to change. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
Instant Insight Series
Learn from Dr. Brian Jacobsen what the upcoming data and information releases mean for you.
WEDNESDAY | Instant Insight: The Fed & The Markets
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FRIDAY | Instant Insight: Jobs & The Economic Outlook
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Something Fun
Our Interns Have A Podcast!
We’ve had six interns hard at work at Annex this summer across six different departments, and during their time with us they’ve created “The Intern Survival Guide” – a podcast where they discuss how they navigate the professional world, as well as interview veterans in the workforce (members of the Annex team)! Have a listen to hear from their perspective.
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Ask Annex
Reducing 401(k) Contributions | Largest US Companies And The S&P 500
Events
Annex University: Advanced Estate Planning Concepts
Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts.
We will cover:
- Estate Planning for Blended Families
- Leaving Assets in Trust for Beneficiaries
- Tax Efficient Estate Planning in light of The SECURE Act
- Power of Attorney Responsibilities
- Trustee (or Executor) Responsibilities after Death
- Administering Irrevocable Trusts – Trustee & Beneficiary Tips
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Upcoming Workshops
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