Annex University On Demand
Annex University Live Events
Exclusive Messages For Our Clients
The Client Axiom®
Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.
WEBINAR | 4/15/2025
Moving In Retirement
Tuesday, April 15th @ 12:00 – 1:00 PM CT
Join us for a lively, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why you should know the difference between residence and domicile.
WEBINAR | 5/29/2025
Annex University: Saving The Family Cottage
Thursday, May 29th @ 12:00 pm – 1:00 pm CST | 1:00 pm – 2:00 pm EST
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.
