Annex University On-Demand
Demystify complex financial concepts with our easy-to-understand video series: Annex University. Watch and learn at your own pace.
Featured Video
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.
Understanding 529 Plans & New Options
Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors.
Advanced Estate Planning Concepts
Confused about Estate Planning? Our workshop will clarify essential documents, why it matters, probate, beneficiary designations, choosing who to trust, and discussing your plan with loved ones.
Estate Planning Basics
Take control of your estate plan. Learn about the impact of not planning, strategies for lifetime and incapacity, asset distribution at death, understanding and avoiding probate, the role of revocable living trusts, income tax planning, and how to select an attorney.
Medicare Basics
Get Started with Medicare. This session will guide you through eligibility, application timelines, the different coverage options, and address common scenarios and concerns.
Long Term Care Basics
Did you know 70% of Americans over 65 will likely need long-term care? This webinar provides an introductory look at care settings, associated costs, and various options to cover them. We’ll break down different coverage types, their pros and cons, and common reasons for application decline.
Social Security Basics
Ready to understand Social Security? Our informative session breaks down key concepts for those not yet collecting benefits. Learn about early collection, spousal benefits, how to initiate your payments, and Social Security taxation.
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