Annex Wealth Management | Women & Wealth - Brookfield

Courageous Conversations: The Financial Talks We Keep Postponing

Thursday, September 17, 2026 · 6:00 p.m. ·  2 hour 0 minutes

Brookfield Headquarters

17950 W Corporate Dr, Ste 300 Third Floor Cafe 

Brookfield, WI 53045

Some of life’s most important conversations are also the hardest to begin.

Join Women & Wealth for an honest and thoughtful discussion about the talks families and couples often avoid — including changing independence, caregiving, money, retirement expectations, inheritance, second marriages, and the wishes we hope our loved ones will understand someday. Together, we’ll explore how to approach these conversations with greater clarity, compassion, and confidence — before a crisis forces them.
Because sometimes the most loving thing we can do is start the conversation.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠ Director of Client Learning & Development

Courageous Conversations: The Financial Talks We Keep Postponing