OFF SITE Women & Wealth | Passion Assets | 1/18/2024

Come and join us off site in Mequon at Ruby Tap, for wine tasting, food, a fantastic topic, and fun.

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.