Pfister | In Person Event

Passion Assets

Thursday, October 24, 2024 · 5:00 p.m. ·  2 hour 0 minutes



Come and join us at the Pfister for this fantastic event.  Speakers from Annex Wealth Management, Mahler Sotheby's International Realtor, and Freeman's |Hindman will present on this informational topic.


Location:

The Pfister

424 E. Wisconsin Ave

Milwaukee 53202

The Rouge Ballroom


Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle. Join speakers from Annex Wealth Management, Mahler Sotheby’s International Realty, and Hindman Auctions as they present on this informational topic.

Deanne Phillips, CFP®, CDFA®, ABFP℠

Micaela Grossman, Vice President, Mahler Sotheby's International Realty

Sara Mulloy, Vice President, Trusts, Estates & Private Clients, Freeman's Hindman

Passion Assets