Register

By signing this form you are expressly consenting to be contacted by Annex Wealth Management about its services.

Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts.

We will cover:

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

Presenters

Alec Durand, JD

Deanne Phillips, CFP®, CDFA®, ABFP℠

Webinar: Annex University: Advanced Estate Planning Concepts by Annex Wealth Management

.js-disable-section{ top: 0px; left: 5%; position: fixed; width: 90%; height: auto; margin: 0px; padding: 0px; z-index: 9999999; } .js-bme-box{ box-shadow: rgba(0, 0, 0, 0.1) 0px 2px 4px; background-color: rgb(255, 0, 0); border-color: darkred; color: rgb(255, 255, 255); background-image: linear-gradient(to right, rgb(255, 49, 110), rgb(245, 53, 113)); border-radius: 0px 0px 5px 5px; text-align: center; } .js-bme-box span{ font-size: 18px; text-align: center; padding: 13px 10px; position: relative; font-family: 'ModernSans', Arial, Helvetica, sans-serif; font-weight: normal; line-height: 50px; } #register_with_pre_response, #register_with_pre_response_template, #submit_registration_button{ pointer-events:none !important; opacity: 0.5 !important; }

Javascript is required to complete registration. Please enable Javascript in your browser, or contact support for instruction on how to do so.