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 | 8/11/2022

Annex University: Medicare Basics

Thursday, August 11th @ 3:00 pm – 4:00 pm CST | 4:00 pm – 5:00 pm EST

Medicare enrollment is a milestone for each of our clients.

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 | 8/17/2022

Annex University: Long-Term Care Basics

Wednesday, August 17th @ 4:00 pm – 5:00 pm CST | 5:00 pm – 6:00 pm EST

70% of Americans over the age of 65 will need long term care at some point during their lifetime.

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: 4:00pm CST/ 5:00pm EST

 

WEBINAR | 9/8/2022

Annex University: Estate Planning Basics

Thursday, September 8th @ 3:00 pm – 4:00 pm CST | 4:00 pm – 5:00 pm EST

Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts.

What we’ll cover:

  • 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: 3:00pm CST/ 4:00pm EST

WEBINAR | 9/21/2022

Annex University: Saving The Family Cottage

Wednesday, September 21st @ 4:00 pm – 5:00 pm CST | 5:00 pm – 6:00 pm EST

When multiple family members inherit a vacation home together, many problems can arise.

One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of the hands of creditors and divorce settlements, and making a smooth transition from generation to generation.

Webinar starts: 4:00pm CST/ 5:00pm EST

WEBINAR | 10/13/2022

Annex University: Social Security Basics

Thursday, October 13th @ 3:00 pm – 4:00 pm CST | 4:00 pm – 5:00 pm EST

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?

Webinar starts: 3:00pm CST/ 4:00pm EST

WEBINAR | 10/19/2022

Annex University: Gift of Education – 529 Plans

Wednesday, October 19th @ 3:00 pm – 4:00 pm CST | 4:00 pm – 5:00 pm EST

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 FAFSA application for financial aid.

Webinar starts: 3:00 PM CST/ 4:00 PM EST

WEBINAR | 11/10/2022

Annex University: Medicare Basics

Thursday, November 10th @ 3:00 pm – 4:00 pm CST | 4:00 pm – 5:00 pm EST

Medicare enrollment is a milestone for each of our clients.

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 | 11/16/2022

Annex University: Advanced Estate Planning Concepts

Wednesday, November 16th @ 3:00 pm – 4:00 pm CST | 4:00 pm – 5:00 pm EST

Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts.
 
We will cover:
  • 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: 3:00pm CST/ 4:00pm EST