Lake Country | In Person Event

Navigating the Markets

Thursday, January 9, 2025 · 5:30 p.m. ·  1 hour 0 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 Director of Research, Matt Morzy, CFP® and Lake Country Branch Director, Nik Kibardin, MBA, CFP® as they share with you the perspectives of the Annex Investment Committee.

Nik Kibardin, Branch Director, Lake Country

Matt Morzy, CFP® Director of Research

Navigating the Markets