In Person Event | Brookfield

Year End Tax Planning

Tuesday, October 14, 2025 · 6:00 p.m. ·  2 hour 0 minutes


Annex Wealth Management - Brookfield

17950 W Corporate Drive, Suite 300

Brookfield WI 53045

Third Floor, Café

Doors Open: 5:30pm 

  • Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill
  • Learn how The One Big Beautiful Bill Act's retroactive tax changes affect your tax and retirement planning for this year!
  • Learn what to do right now, during the months of October and November, the "sweet spot" for year-end tax planning.
  • See how running a “mock” tax return now can uncover opportunities to optimize your plan
  • Receive our free guide, Optimizing Through Change. 2025 Year-End Tax Planning, at this event. 
Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Eric Strom, CFP®, EA Director of Financial Planning

© 2025 Annex Wealth Management. All rights reserved.
Year End Tax Planning