Women & Wealth | Mequon

An Evening of Passion Assets & Wine Tasting

Monday, May 5, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Ruby Tap - Mequon

6000 W Mequon Rd,

Mequon, WI 53092

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 Ruby Tap. 

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Amy Kiiskila, JD, CPA, CFP®

An Evening of Passion Assets & Wine Tasting