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(IN PERSON) Women & Wealth: Passion Assets | 11/18/21 (6-7pm)

November 18 @ 6:00 pm - 7:00 pm

Do you have a transition plan for your “stuff”? 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.

Details

Date:
November 18
Time:
6:00 pm - 7:00 pm
Event Category:
Website:
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Venue

Annex Wealth Management Headquarters
12700 W Bluemound Rd
Elm Grove, WI 53122 United States
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Website:
annexwealth.com