Annex Wealth Management | Brookfield | Women & Wealth

Understanding Eldercare & Pre-Planning Final Arrangements

Thursday, October 16, 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

If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options as well as end of life pre-planning options.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Cory Borcherdt, CFP®, CLTC®

Christine Toson, President, CEO, Tribute Companies

Pam Foti, Vesta Senior Network

Understanding Eldercare & Pre-Planning Final Arrangements