Week In Review

Trillions & Trillions In Valuations – For How Long?

NVIDIA (briefly) surpassed Microsoft as the most expensive company in the world. While it fell off, it’s still jockeying for the top with its growth linked to AI. Currently, the markets are driven by a minority of firms. What does that mean for investors? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

This Week! WEBINAR: Understand Your WRS Pension Potential | 6/26/24

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Financial Planning Team Manager, Eric Strom, CFP®️, and Financial Specialist, Cory Borcherdt, CFP®, CLTC®️ discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.

REGISTER →

Wealth Prompt: 

Election’s Impact On Tax Policy

This election could have a dramatic effect on fiscal policy. Most importantly, what could happen with tax policy. Dave Spano and Brian Jacobsen review.

Client Education Opportunities

WEBINAR | 6/26/2024 | 8 Tips For Smarter Charitable Giving

Many of us would like to leave a lasting legacy on our world, our community, and our family.

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! If you can’t make it at that time, just register below and we will send a recording. In this interactive workshop, Annex Wealth Management’s Deanne Phillips will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you.

REGISTER →

WEBINAR | 7/10/2024 | Annex University: Social Security Basics

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.

REGISTER →

WEBINAR | 7/23/2024 | Annex University: Estate Planning Basics

Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts.

What we’ll cover:

  • Discussion of the various documents that are key elements of every estate plan
  • Reasons you should do estate planning
  • Lifetime planning and asset distribution planning at death
  • Should I avoid probate and if so, how
  • How do beneficiary designations and asset titling impact an estate plan
  • Who should I name as fiduciaries
  • How to communicate with family about your estate plan.

REGISTER →

Events & Webinars

Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.

Explore →