Madison | Women & Wealth

Single in Retirement: Financial Planning Strategies

Tuesday, February 11, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Frostwood Farms

8225 Greenway Blvd

Middleton, WI 53562

Doors Open at 5:30 p.m.

About 22% of Americans age 65 and older age are single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.  
Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Single in Retirement: Financial Planning Strategies