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| 1/14/2025
Annex University: Medicare Basics
Tuesday, January 14th @ 1:00 pm – 2:00 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.
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?
