Annex Wealth Management | Pfister

Single in Retirement: Financial Planning Strategies

Wednesday, March 5, 2025 · 6:00 p.m. ·  1 hour 30 minutes

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

Single in Retirement: Financial Planning Strategies