Lake Country | Annex Wealth Management

Navigating the Markets - Lake Country

Wednesday, June 11, 2025 · 5:30 p.m. ·  1 hour 30 minutes


Annex Wealth Management - Lake Country Branch

2301 Sun Valley Drive, Suite 100

Delafield WI, 53018


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

Join Annex Wealth Management’s Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Branch Director, Kyle Svetlik as they share with you the perspectives of the Annex Investment Committee.

Presenters

Kyle Svetlik, Branch Director, Lake Country Office

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

Navigating the Markets - Lake Country