Annex Wealth Management | Brookfield

Moving in Retirement

Tuesday, May 6, 2025 · 6:00 p.m. ·  1 hour 30 minutes

Annex Wealth Management - Brookfield

17950 W Corporate Drive

Brookfield WI, 53045

Third Floor, Café

Join us for a lively, interactive webinar 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.

Presenters

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

Tom Parks, AIF®, CRPS® Director of Retirement Plan Services

Moving in Retirement