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SUMMARY:MEQUON | An Evening of Passion Assets & Wine Tasting | 5/5/2025
DESCRIPTION:Do you have a transition plan for your antiques and collectibles? 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. Join speakers from Annex Wealth Management as they present on this informational topic along with a wine tasting hosted by Ruby Tap.
URL:https://events.annexwealth.com/event/mequon-an-evening-of-passion-assets-wine-tasting-5-5-2025/
LOCATION:WI
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