In Person Event | Appleton | Annex Wealth Management

Understanding Trust or Estate Planning with Wills, Trusts and Beyond

Monday, January 26, 2026 · 6:00 p.m. ·  1 hour 30 minutes

Bubolz Nature Preserve

4815 N Lynndale Dr.

Appleton, WI 54913

Doors Open: 5:30pm 

*Dinner and refreshments included in this event

This presentation provides a practical overview of trusts and estate planning strategies designed to protect assets and beneficiaries. Led by an estate planning attorney and financial planner, the session addresses common misconceptions, the role of trusts in avoiding probate, beneficiary designations, inheritance protection planning, and how integrated financial planning enhances long-term estate outcomes.

Presenters

Carissa Giebel, JD, Legacy Law Group

Jaimesue M. Knowlton, JD, Legacy Law Group

Jeff Daye, CFP®, CRPS®, RPA Wealth Manager, Appleton

Understanding Trust or Estate Planning with Wills, Trusts and Beyond