Annex Wealth Management | Brookfield | Women & Wealth

Single in Retirement: Financial Planning Strategies

Thursday, November 20, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management
17950 West Corporate Drive
Brookfield WI, 53045
Third Floor, Café
Doors Open at 5:30pm

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℠

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

Single in Retirement: Financial Planning Strategies