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 | 7/23/2025
What The Big Beautiful Bill Means For Your Taxes & Retirement
Wednesday July 23rd @ 12:00 – 1:00 PM CT
The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving.
In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.
WEBINAR | 7/24/2025
Perspectives, Policies, & Positioning
Thursday, July 24th @ 11:00 am – 12:00 pm CT | 12:00 pm – 1:00 pm ET
Mid-2025 Investment Review & Outlook
· We’ll walk clients through the QIO – released a few weeks before – and then field your questions using the most updated data available.
· We’ll review the 3 biggest questions the Annex Investment Team hears
· We’ll discuss how policy and the Fed may impact portfolios
· Overview of Annex Investment Team’s philosophy
Make sure to review your QIO and be ready to ask your questions!
WEBINAR | 7/29/2025
Annex University: Social Security Basics
Tuesday, July 29th @ 2:00 pm – 3:00 pm CT | 3:00 pm – 4:00 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?
