Week In Review
The economy is front and center in the upcoming election. The unemployment rate is going up. The fed could release the pressure valve – but will they? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Check Out These Upcoming Client Workshops:
WEBINAR | 7/10/2024 | Annex University: Social Security Basics
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.
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WEBINAR | 7/23/2024 | 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.
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.
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WEBINAR | 8/20/24 | Annex University: Advanced Estate Planning Concepts
- 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
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