Naples | Annex Wealth Management

Single in Retirement: Financial Planning Strategies

Tuesday, October 7, 2025 · 6:00 p.m. ·  2 hour 0 minutes

The Maddox 

2955 Bayshore Drive

Naples, FL 34112

Maddox Parlor Room

Join us for a wine tasting event along with cheese and charcuterie pairings!

About 28% 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.  
Presenters

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

Single in Retirement: Financial Planning Strategies