Annex Wealth Management | Women & Wealth

Getting Ahead of Memory Changes: What Families Should Know

Thursday, April 16, 2026 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management - Brookfield 
17950 W Corporate Drive

Brookfield, WI 53045

Location: 3rd Floor Café

Doors Open at 5:30pm

*Food and drinks provided during event

Memory changes can be difficult to think about—but planning ahead can make all the difference.

Join a panel of experts, including a senior resource specialist, an Alzheimer’s Association representative, and an experienced attorney, for a practical and hopeful conversation about recognizing early signs of cognitive change and preparing for the future.

You’ll learn simple steps you can take now to organize information, involve trusted contacts, and ensure your wishes are understood—giving you and your family greater clarity and peace of mind.

All of the Women & Wealth events are complementary. Reservations are required.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠, Managing Director of Client & Community Engagement

Alec Durand, JD

Pam Foti, Senior Resource Specialist, Vesta Senior Network

Wendy Betley, Senior Program Director, Alzheimer's Association - Wisconsin Chapter

Wendy Betley is the Senior Program Director for the Alzheimer’s Association Wisconsin Chapter. With a background in social work, Wendy has dedicated over 30 years to supporting families impacted by dementia. Her experience includes serving as an EMT, managing a 58-bed Alzheimer’s unit, and 25 years with the Association providing education, support groups, and care consultations.

Getting Ahead of Memory Changes: What Families Should Know