Brookfield | Annex Wealth Management

Single in Retirement: Financial Planning Strategies

Thursday, February 12, 2026 · 6:00 p.m. ·  1 hour 30 minutes

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

Single in Retirement: Financial Planning Strategies