Annex Wealth Management, Brookfield Location:
17950 W. Corporate Drive Suite 300
Brookfield WI 53045
Third Floor: Café
Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move; factors to consider such as cost of living adjustments and hidden taxes, and why you should know the difference between residence and domicile.
Deanne Phillips, CFP®, CDFA®, ABFP℠
