FEATURED: Annex Wealth Management Featured in Investment News
Investment News turned to Annex Wealth Management’s Director of Estate Planning for insight in two separate articles recently. READ MORE
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK:
The Age of Tech
The Age of Tech ten years ago, the smartphone as we know it wasn’t available, Facebook was still in its infancy and ExxonMobil was worth six times as much as Apple.
Last Friday, for a brief period of time, Apple, Alphabet (Google), Microsoft, Facebook and Amazon were the five most valuable publicly traded companies in the world, pushing ExxonMobil, the long-time leader in this category to sixth place. Although the oil company is back in the Top 5, who makes the list shows how important the digital economy has become over the past few years.
Dave Spano & Rich Behrendt, J.D. Discuss Annex Wealth Management’s
Annex Wealth Management’s President and CEO Dave Spano, CFP discusses why Elder Financial Abuse is an important and timely topic with Rich Behrendt, J.D., Annex Wealth Management’s Director of Estate Planning.
Protecting Yourself (Or An Aging Parent) From Elder Financial Abuse
Learn about warning signs that an aging parent or other loved one may be the victim of elder financial abuse.
September 13 @ 6pm-7:30pm Mequon Branch Office – REGISTER
September 15 @ 6pm-7:30pm Elm Grove Office – REGISTER
September 20 @ 6pm-7:30pm Appleton Office – REGISTER
Family Wealth Preservation
Learn about the importance of core estate planning documents, including: wills, trusts, powers of attorney and health care directives.
October 6 @ 6pm-7:30pm Lake Country Office – REGISTER
October 13 @ 6pm-7:30pm Elm Grove Office – REGISTER
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Is The U.S. Facing An Economic Bubble?