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 | 6/26/2024

8 Tips For Smarter Charitable Giving

Wednesday, June 26th @ 2:00 – 3:00 PM CT 


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 | 7/10/2024

Annex University: Social Security Basics

Wednesday, July 10th @ 12:00 pm:00 pm CT | 1:00 pm – 2:00 pm ET

Social Security is a milestone – you’ve worked hard to get here!

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?