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.
BROOKFIELD | 5/20/2024
Destination: Retirement. Calibrating Your Plan
Monday, May 20th @ 5:00 pm – 6:30 pm CT
Do you know your route – and your obstacles – to retirement?
With retirement on the horizon, or perhaps imminent, you may be wondering about asset allocation, taxation, distribution planning, and where your cash flow will come from to generate your retirement replacement paycheck. In this interactive workshop we will give you takeaways to help make the most of your partnership with Annex as you enter this new chapter.
Our discussion will include smart tax planning around IRMAA and HSAs, better understanding of next steps around the timing of social security and cash inflows, and choices that will drive expenses and how Annex builds them into your financial plan. We will also look at the “softer side” of planning such as “what will I do and where will I do it” in retirement. All geared toward helping you answer the important questions like: am I ready to retire now and what are some additional considerations.
This workshop is for Annex current clients, to prep them for a positive partnership with Annex as they gear up to and go through retirement.
WEBINAR | 5/22/2024
Gift of Education – Understanding 529 Plans & New Options
Wednesday, May 22nd @ 12:00 pm – 1:00 pm CT
Webinar starts: 12:00 PM CT/ 1:00 PM ET