Annex Wealth Management Pfister Branch
The Rouge Ballroom
424 E. Wisconsin Ave., Suite 2
Milwaukee, WI 53202
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℠ Director of Client Learning & Development
Fred Coleman, CFP®, Branch Director, Pfister Branch