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 | 9/23/2025
8 Tips For Smarter Charitable Giving
Tuesday, September 23rd @ 2:00 – 3:00 PM CST
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. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable Giving” today! If you can’t make it at that time, just register below and we will send a recording. In this interactive workshop, Annex Wealth Management’s Deanne Phillips will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you.
WEBINAR | 9/24/2025
Ask Annex Anything
Wednesday, September 24th @ 11:00 – 12:00 PM CST
Join Dan O’Donnell in asking Annex Wealth Management the hard questions about planning, the economy, and your money.
You might have wondered why the headlines say inflation is going down when it seems like your grocery bill doesn’t agree. Or perhaps you’re wondering if the “60/40 rule” is still appropriate.
Whether it’s alts, digital currency, or quarterly earnings, CEO Dave Spano and Brian Jacobsen, Annex Wealth Management’s Chief Economist, will be ready to handle what’s on your mind. Ask away.
Have a question? You can send it in early and let Dan ask for you, or join us online to ask Annex directly.
