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: Medicare Basics


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

We encourage you to bring a friend that is facing similar Medicare enrollment questions!


March 19, 2019 – Elm Grove

March 21, 2019 – Mequon

September 10, 2019 – Elm Grove

September 25, 2019 – Mequon

October 1, 2019 – Appleton

Annex University: Social Security


Social Security is a milestone – you’ve worked hard to get here! Navigating the labyrinth of Social Security information can be daunting. Because we know how complex Social Security can be, we are offering this workshop on navigating 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?

We encourage you to bring a friend that is facing similar Social Security selection questions!


April 17, 2019 – Elm Grove

April 24, 2019 – Mequon

July 17, 2019 – Lake Country

July 24, 2019 – Pfister

October 16, 2019 – Elm Grove

October 23, 2019 – Mequon

Annex University: Year-End Tax Planning


As we approach year-end, your thoughts may have turned to tax planning and which concepts and strategies may be effective for you. We’re inviting you to our workshop, where we’ll discuss many of the tax planning concepts you’ve heard about, like:

  • Roth IRA’s – contributions and conversions
  • Charitable giving in a changing tax environment
  • The impact of realizing capital gains or harvesting capital losses
  • Itemizing deductions in light of the new tax law


October 30, 2019 – Elm Grove

November 6, 2019 – Appleton

November 13, 2019 – Mequon

Annex University: Estate Planning Basics


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.


January 8, 2019 – Elm Grove

February 12, 2019 – Mequon

March 12, 2019 – Elm Grove

April 9, 2019 – Lake Country

May 14, 2019 – Pfister

June 11, 2019 – Elm Grove

March 19, 2019

Annex Wealth Management Elm Grove Office

12700 W Bluemound Rd, Suite 200, Elm Grove, WI 53122

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