Annex University On Demand

Annex University Live Events

Exclusive Messages For Our Clients

The Client Axiom®

Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.

WEBINAR | 10/21/2025

Understand Your WRS Pension Potential

Tuesday, October 21st @ 3:30 – 4:30 PM CST 

 

 

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. Join WTMJs, 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.

 

WEBINAR | 10/22/2025

Understand Your WRS Pension Potential

Wednesday, October 22nd @ 12:00 – 1:00 PM CST 

 

The cybersecurity and fraud threat landscapes are constantly evolving, accelerated by growing digitalization, cutting-edge technologies, and rising geopolitical tensions. For many clients, oversight of meaningful controls around their digital security could contribute to them being targeted by financially motivated cybercriminals. Fidelity has extensive experience in this area and shares ideas to help firms and clients make themselves a harder target.

Fidelity’s Enterprise Cybersecurity group will discuss the current cyber fraud threat landscape and focus on things Fidelity does to protect client accounts, as well as what advisors and clients can do to better protect themselves from those threats.

 

WEBINAR| 10/27/2025

Annex University: Medicare Basics

Monday, October 27th @ 2:00 pm – 3:00 pm CT

Medicare enrollment is a milestone for each of our clients. We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help.

We will help you:

    • Understand your healthcare needs as you reach Medicare age
    • Approach Medicare enrollment with confidence
    • Navigate Medicare’s complicated rules and deadlines.