LIVE EVENT

ELM GROVE | Navigating The Markets | 10/5/23

Thursday, October 5, 2023 · 6:00 p.m. ·  1 hour 30 minutes

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Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s economy. 


Join Annex Wealth Management’s Brian Jacobsen and Dave Spano as they walk you through where we are and where the Annex Investment Team believes we’re headed.


In addition to taking your questions, Brian and Dave will discuss:
• Headwinds for the economy and markets
• Whether the long-awaited recession will ever happen
• The historical significance of today’s economy

• What you can do to calibrate your portfolio



Additional Event Details

Date: Thursday, October 5th, 2023

Time: 6:00 PM - 7:30 PM CT

Location: Sharon Lynne Wilson Center for the Arts - 3270 Mitchell Park Dr, Brookfield, WI 53045




Presenters

David Spano, CFP®

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

© 2023 Annex Wealth Management. All rights reserved.
ELM GROVE | Navigating The Markets | 10/5/23