Women & Wealth | Brookfield

An Evening of Passion Assets & Wine Tasting

Thursday, March 20, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management

17950 W Corporate Dr.

Brookfield WI 53045

Third Floor, Café

Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle. Join speakers from Annex Wealth Management as they present on this informational topic along with a wine tasting hosted by a local sommelier - Waterford Wine & Spirits. 

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Amy Kiiskila, JD, CPA, CFP®

An Evening of Passion Assets & Wine Tasting