LIVE WEBINAR

Financial Literacy Series: Cash Connection

Wednesday, April 17, 2024 · 12:00 p.m. ·  1 hour 0 minutes

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April is Financial Literacy Month.

You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.

Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!


Could better insight and planning get you on a better financial path? Sometimes it’s hard to  make that connection.

During this interactive workshop, we’ll challenge you with a wide range of questions, like “What's the difference between a tax credit and a tax deduction? Or Which is better, baseline budgeting or zero-based budgets?

Presenters

Tom Parks, AIF®, CRPS®

Andy Szymczak, Retirement Plan Specialist

Eric Strom, CFP®, EA

Webinar: Financial Literacy Series: Cash Connection by Annex Wealth Management