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