Annex University
Annex Wealth Management has always been committed to client growth and education. Because these events aren’t sales presentations, Annex clients benefit from a truly informative experience.
Understand Your WRS Pension Potential
Thursday, April 23, 2026 @ 1:00 – 2:00 PM CST
Join WTMJ’s Steve Scaffidi along with Annex Wealth Management’s Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA as they discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
