LIVE WEBINAR

Ask Annex Anything

Wednesday, September 24, 2025 · 11:00 a.m. ·  1 hour 0 minutes

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Join Dan O’Donnell in asking Annex Wealth Management the hard questions about planning, the economy, and your money.

You might have wondered why the headlines say inflation is going down when it seems like your grocery bill doesn’t agree. Or perhaps you’re wondering if the “60/40 rule” is still appropriate.

Whether it’s alts, digital currency, or quarterly earnings, CEO Dave Spano and Brian Jacobsen, Annex Wealth Management’s Chief Economist, will be ready to handle what’s on your mind. Ask away.

Have a question? You can send it in early and let Dan ask for you or join us online to ask Annex directly.

Presenters

Dave Spano, CFP®, CEO

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE

Dan O'Donnell, Host WISN

Webinar: Ask Annex Anything by Annex Wealth Management