Annex Wealth Management - Lake Country
2301 Sun Valley Drive, Suite 100
Delafield, WI 53018
Doors Open: 5:30pm
*light appetizers will be served at the event
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 Director of Equity Research, Jason Cooper, CFA®, and Wealth Advisor, Austin Grandinetti, CFP®, will review key data points and adjustments you should consider when updating your financial plan.
