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.

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. We will also discuss the new rules around Roths and 529s.

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.

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.

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

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.