Money Talk: The Annex Wealth Management Show - SWFL

Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex, and Director of Wealth Management, Mark Beck, joins Dave to talk about how comprehensive financial planning is MORE than just numbers.

Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the possible ramifications of the SECURE Act. Plus, another edition of Ask Annex.

A Phase 1 Deal with China, a Conservative Party near-sweep in the UK, and a talk about Gray Divorces. Dave Spano, Mark Oswald, and Derek Felske cover what Annex Wealth Management is tracking and what might happen next.

Mark Oswald and Derek Felske discuss last week and look ahead to the end of the year---and what might happen in 2020. Plus, Estate Planning Attorney Jill Martin covers the basics of leaving money to children.

A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples office. We also visit with two teammates to discuss spending in retirement.

Dave Spano and Mark Oswald discuss another record-setting week. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers leaving money to children.

Dave Spano, Mark Oswald, and Derek Felske review a record-setting week, look ahead to what's coming, and cover what you need to ask any financial advisor. Plus, Part II of Common Questions we hear during client meetings.

We introduce ourselves to Southwest Florida, review the week, and visit with our planning department for Part 1 of a series of common questions we encounter during client meetings.