Week In Review

Waiting & Watching

Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss the two big pieces of news that we’re watching – the Israel/Iran conflict and the Fed’s next move.

Events

THIS WEEK | 8 Tips For Smarter Charitable Giving

Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable Giving” today! This client-exclusive webinar will be able to give special insight into how our team could advise individuals who work with Annex.

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Distribution Planning In Retirement

Listen

New Episodes of Wealthyist are available!

Members of the Annex Team talk to Presidents and Chairs about the lifestyles, choices, and strategies of the wealthy. Dale Kooyenga, President of MMAC, and Jason Kohout, Chair – Family Offices Team with Foley & Lardner, are among our recent guests.

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Women Navigating Gray Divorce

Over 60% of gray divorces are initiated by women, even though it can crush their finances. Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFPsm is here to discuss why working with an advisor is critical if you find yourself in this situation.

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Know someone in the market for a financial advisor? Share this segment with them, where members of our team walk through the journey of an Annex Wealth Management Client.

Working With A Fiduciary: The Journey of an Annex Wealth Management Client