PAST EVENTS/WEBINARS
Annex University: Financial Considerations Around Diminished Mental Capacity
PAST WEBINAR | Wednesday, October 27, 2021 | 3:00 PM – 4:00 PM Central
This addresses some key financial concerns around a mental decline: care options, impact on family caregivers, the cost of care and estate planning considerations are touched on in this workshop.
Annex University: Medicare Basics
PAST WEBINAR | Thursday, September 9th, 2021 | 12:00 PM – 1:00 PM Central
Medicare enrollment is a milestone for each of our clients. We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help…
Annex University: Estate Planning Basics
PAST WEBINAR | Wednesday, September 8th, 2021 | 12:00 PM – 1:00 PM Central
Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts…
Annex University: Long-Term Care Basics
PAST WEBINAR | Thursday, July 8th, 2021 | 4:00 PM – 5:00 PM Central
This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined…
Annex University: Social Security
PAST WEBINAR | Tuesday, April 20th, 2021 | 4:00 PM – 5:00 PM Central
Social Security is a milestone – you’ve worked hard to get here!
Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts…
Annex University: Advanced Estate Planning Concepts
PAST WEBINAR | Thursday, June 17th, 2021 | 12:00 PM – 1:00 PM Central
Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts…
Annex University: Medicare Basics
PAST WEBINAR | Tuesday, May 25th, 2021 | 3:30 PM – 4:30 PM Central
Medicare enrollment is a milestone for each of our clients. We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help…
Annex University: Estate Planning Basics
PAST WEBINAR | Thursday, May 13th, 2021 | 1:00 PM – 2:00 PM Central
Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts…
Annex University: Long-Term Care Basics
PAST WEBINAR | Thursday, May 6th, 2021 | 12:00 PM – 1:00 PM Central
This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined…
Annex University: Social Security
PAST WEBINAR | Tuesday, April 20th, 2021 | 4:00 PM – 5:00 PM Central
Social Security is a milestone – you’ve worked hard to get here!
Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts…
Annex University: Estate Planning Basics
PAST WEBINAR | Thursday, April 15th, 2021 | 12:00 PM – 1:00 PM Central
Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts…
Annex University: Long-Term Care Basics
PAST WEBINAR | Wednesday, March 24th, 2021 | 12:00 PM – 1:00 PM Central
This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined…
Annex University: Medicare Basics
PAST WEBINAR | Thursday, March 11th, 2021 | 3:30 PM – 4:30 PM Central
Medicare enrollment is a milestone for each of our clients. We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help…
Annex University: Advanced Estate Planning Concepts
PAST WEBINAR | Wednesday, March 10th, 2021 | 8:30 PM – 9:30 PM Central
Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts…
Annex University: Estate Planning Basics
PAST WEBINAR | Thursday, February 25th, 2021 | 12:00 PM – 1:00 PM Central
Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts…
Annex University: Social Security
PAST WEBINAR | Tuesday, February 23rd, 2021 | 8:30 AM – 9:30 AM Central
Social Security is a milestone – you’ve worked hard to get here!
Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts…
