Annex Wealth Management | Brookfield

Single in Retirement: Financial Planning Strategies

Wednesday, March 26, 2025 · 6:00 p.m. ·  1 hour 30 minutes

Annex Wealth Management, Brookfield 

17950 W Corporate Dr.

Brookfield, WI 53045

Third Floor, Café

About 22% of Americans age 65 and older age as 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.  

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

Tom Parks

Single in Retirement: Financial Planning Strategies