Annex Wealth Management | Women & Wealth

Single in Retirement: Financial Planning Strategies

Thursday, November 21, 2024 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management

17950 W Corporate Dr.

Brookfield WI 53045

Third Floor, Café

About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.  

Deanne Phillips, CFP®, CDFA®, ABFP℠

Single in Retirement: Financial Planning Strategies