Women & Wealth | Passion Assets | 01/18/2024

Thursday, January 18, 2024 · 6:00 p.m. ·  2 hour 0 minutes

Ruby Tap,  6000 W Mequon Rd, Mequon, WI 53092


Come and join us off site in Mequon at Ruby Tap, from 6pm-8pm for wine tasting, food, a fantastic topic, and fun.


Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmasornaments, the wine or sports card collection…even your pets: what will happento beloved items ultimately? This workshop focuses on passion assets – objectsthat don’t pass to our loved ones through beneficiary designation – and givesideas on divesting ourselves of our beloved objects in a manner that we canhandle.






Deanne Phillips, CFP®, CDFA®, ABFP℠

Amy Kiiskila JD, CPA, CFP®

Women & Wealth | Passion Assets | 01/18/2024