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 | 1/26/2022
Annex University: Social Security Basics
Wednesday, January 26th @ 3:00 pm – 4:00 pm
Navigating the labyrinth of Social Security information can be…
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…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 starts: 3:00pm CST/ 4:00pm EST
WEBINAR | 2/10/2022
Annex University: Medicare Basics
Thursday, February 10th @ 3:00 pm – 4:00 pm
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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 starts: 3:00pm CST/4:00pm EST
WEBINAR | 2/16/2022
Annex University: Estate Planning Basics
Wednesday, February 16th @ 4:00 pm – 5:00 pm CST
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…a workshop on some general Estate Planning concepts.
- 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: 4:00pm CST/5:00pm EST
WEBINAR | 3/10/2022
Annex University: Long-Term Care Basics
Thursday, March 10th @ 3:00 pm – 4:00 pm CST
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This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined.
Webinar starts: 3:00pm CST/ 4:00pm EST
WEBINAR | 3/23/2022
Annex University: Medicare Basics
Wednesday, March 23rd @ 3:00 pm – 4:00 pm
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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 starts: 3:00pm CST/4:00pm EST
WEBINAR | 4/14/2022
Annex University: Social Security Basics
Thursday, April 14th @ 4:00 pm – 5:00 pm
Navigating the labyrinth of Social Security information can be…
Read More...
…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 starts: 3:00pm CST/ 4:00pm EST
WEBINAR | 4/20/2022
Annex University: Advanced Estate Planning Concepts
Wednesday, April 20th @ 4:00 pm – 5:00 pm
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- Estate Planning for Blended Families
- Leaving Assets in Trust for Beneficiaries
- Tax Efficient Estate Planning in light of The SECURE Act
- Power of Attorney Responsibilities
- Trustee (or Executor) Responsibilities after Death
- Administering Irrevocable Trusts – Trustee & Beneficiary Tips
Webinar starts: 4:00pm CST/ 5:00pm EST
WEBINAR | 5/12/2022
Annex University: Long-Term Care Basics
Thursday, May 12th @ 3:00 pm – 4:00 pm CST
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This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined.
Webinar starts: 3:00pm CST/ 4:00pm EST