Annex Wealth Management is dedicated to inspiring and educating our clients, which is why we offer Annex University, sessions focused on key wealth management and retirement topics. Our goal isn’t pushing another product – it’s helping our clients grow and learn and have a clearer understanding of what they have and what lies before them. We’ve recently begun turning our Client Education Series sessions into easy-to-watch videos. Our first series, Estate Planning Basics, is presented by our Estate Planning attorney, Jill Martin, J.D.
Watch them here:
