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.

 

Annex University: The Gift of Education | 529 Plans

WEBINAR | Thursday, September 28, 2021 | 4:00 PM – 5:00 PM Central

Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSE application for financial aid.

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WEBINAR | Wednesday, October 20, 2021 | 8:30 AM – 9:30 AM Central

Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSE application for financial aid.

Find out more >>

 

 

Annex University: Estate Planning Basics

IN-PERSON | Wednesday, October 6, 2021 | 6:00 PM – 7:00 PM Central

Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts.
  • Discussion of the various documents that are key elements of every estate plan
  • Reasons why 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.

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Annex University: Advanced Estate Planning Concepts

WEBINAR | Thursday, October 21, 2021 | 4:00 PM – 5:00 PM Central

Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts.
  • 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

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