Annex Wealth Management - Brookfield
19750 W Corporate Drive
Brookfield, WI 53045
Doors Open at 5:30pm
*Dinner and drinks will be provided
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
Tom Parks, AIF®, CRPS® Director of Retirement Plan Services