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.

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.

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. If you have not yet begun to collect Social Security (SS), this informative session is for you.