Women & Wealth | When Life Changes

How Women Can Prepare Financially for the Unexpected

Thursday, May 21, 2026 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management - Brookfield 
17950 W Corporate Drive

Brookfield, WI 53045

Location: 3rd Floor Café

Doors Open at 5:30pm

*Food and drinks provided during event

When Life Changes: How Women Can Prepare Financially for the Unexpected


Life transitions often arrive without warning.  Whether it's the loss of a partner, a health crisis, divorce, or a sudden financial responsibility, many women find themselves needing to navigate complex financial decisions at a time when emotions are already high. 

This workshop is designed to help women prepare before those moments arrive.

Together we'll explore the key financial and practical steps every woman should take now to be ready for life's unexpected turns.  We'll discuss the resources, documents, and conversations that can make all the difference during times of transition.

Because preparation isn't about expecting the worst - it's about creating clarity, confidence, and peace of mind for whatever the future holds.

All of the Women & Wealth events are complementary. Reservations are required.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠, Managing Director of Client & Community Engagement

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

How Women Can Prepare Financially for the Unexpected