Annex Wealth Management | Women & Wealth

Life Happens: Is Your Family Prepared?

Thursday, January 16, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management

17950 W Corporate Dr.

Brookfield WI 53045

Third Floor, Café

Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever get taught what important steps to take. No matter your age, learn what you need to know about completing financial, healthcare, and life legacy documents that prepare you and your family for three things: what you know will happen, what you hope will happen, and what you hope will never happen. Understand the options, limitations, usefulness, and relevant issues so you and your loved ones can live as fully as possible, no matter what life brings.

Deanne Phillips, CFP®, CDFA®, ABFP℠

Amy Florian, CEO of Corgenius

Amy Florian combines the best of neuroscience and psychology with a good dose of humor in teaching people how to prepare for, cope with, and support their loved ones through all the losses and transitions of aging and life. She published over 250 articles, and her latest book, titles "A Friend Indeed: Help Those You Love When They Grieve," won a 2017 International Book Award and was the gold medal winner of the 2018 Indies Award. Amy was honored as an "Influential Woman in Business" from the National Association of Women Business Owners, and she is a 2017 recipient of the Chicago Business Journal's Women of Influence award.

Amy taught a graduate class at Loyola University of Chicago for almost 10 years, and has worked with over 2,500 grieving people. In 2008, Amy founded Corgenius, a company that specializes in training professionals about death, loss, aging, and transition so she could spread solid education about preparing ahead of time, coping with loss, aging, and transition, and learning to support each other through it. She consults with firms, corporations, and individuals nationwide, always garnering rave reviews for her dynamic presentations. Everything Amy does comes from her passion to help people heal and live fully.

On a personal note, Amy is the third of ten children, and she makes fabulous homemade cinnamon rolls and chocolate chip cookies!

Life Happens: Is Your Family Prepared?