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 | 1/22/2025
Annex University: Social Security Basics
Wednesday, January 22nd @ 12:00 pm – 1:00 pm CT | 1:00 pm – 2:00 pm ET
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.
We will cover:
- What does it mean to collect SS early?
- What are the rules for spousal benefits?
- How do you start collecting your SS benefits?
- How is SS taxed?
WEBINAR | 2/5/2025
Annex University: Estate Planning Basics
Wednesday, February 5 @ 11:00 am – 12:00 pm CT | 12:00 pm – 1:00 pm ET
Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts.
What we’ll cover:
- Discussion of the various documents that are key elements of every estate plan
- Reasons you should do estate planning
- Lifetime planning and asset distribution planning at death
- Should I avoid probate and if so, how
- How do beneficiary designations and asset titling impact an estate plan
- Who should I name as fiduciaries
- How to communicate with family about your estate plan.
Webinar starts: 11:00pm CT/ 12:00pm ET
