In Person Event | The Pfister | Annex Wealth Management

Navigating the Markets 2026 & Beyond

Wednesday, January 21, 2026 · 12:00 p.m. ·  1 hour 30 minutes


The Pfister - Rouge Ballroom

424 E. Wisconsin Ave.

Milwaukee, WI 53202

Doors Open: 11:30am 

*Lunch will be served at event

*Structure parking will be validated at registration

What makes 2026 different – and what it means for your plan.

Mid-term elections. AI. A new Fed Chair. 2026 may have unique headwinds and milestones, but how much will your plan need to change to accommodate them? Annex Wealth Management’s Dave Spano and Brian Jacobsen will review key data points and adjustments you should consider when updating your financial plan.

Presenters

Dave Spano, CFP® CEO

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economic Strategist

Navigating the Markets 2026 & Beyond