Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.

Annex's  Chief Economist, Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA,CBE & Deanne Phillips CFP®, CDFA®, ABFP℠  discuss the ins and outs of different asset and investment classes.  Join us as we unravel some financial jargon  to better arm you for an empowered conversation with your investment  advisor.  We will also include questions  you should be asking of your advisor, and what to expect when someone manages  your finances and creates your financial plan.