Annex Wealth Management | Women & Wealth

Understanding Elder Care & Preplanning Final Arrangements

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


Brookfield Headquarters, 17950 W. Corporate Dr. Brookfield, WI 53045

Third Floor, Annex Cafè.


Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics.


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.

Deanne Phillips, CFP®, CDFA®, ABFP℠

Pam Foti, Co-Owner and Elder Care Consultant, Vesta Senior Network

Christine A. Toson, CCE, President and CEO of The Tribute Companies

Mike Smith, LUTCF, CLTC, President, CPS Horizon Financial

Understanding Elder Care & Preplanning Final Arrangements