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.
Digital Armor: Strategies for Online Fraud Protection
Wednesday, February 11 @ 11:00 am – 12:00 am CST
This program provides strategies for safeguarding your online activities and identity. It covers best practices for creating secure online environments, recognizing and responding to social engineering attempts and effective strategies to protect your digital presence.
Annex University: Advanced Estate Planning Concepts
Wednesday, February 18 @ 1:00 pm – 2:00 pm CST
Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts.
- Estate Planning for Blended Families
- Leaving Assets in Trust for Beneficiaries
- Tax Efficient Estate Planning in light of The SECURE Act
- Power of Attorney Responsibilities
- Trustee (or Executor) Responsibilities after Death
- Administering Irrevocable Trusts – Trustee & Beneficiary Tips
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.
