Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of their own children (even adult ones) in some capacity. Join us as we discuss challenges of caretaking for multiple generations and share our own coping strategies.
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. Topics Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. Topics Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Join Tom Parks & Deanne Phillips as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" that can drive investor behavior & derail […]
Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Join Tom Parks & Deanne Phillips as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" that can drive investor behavior & derail […]
Volatility is part of life. We experience it in our personal lives, facing world events and in the investment markets. There might be a path to less volatility anxiety. In this informative, hour-long interactive presentation, you’ll learn: · Why volatility can be unsettling · Responses to volatility: The good, bad, and ugly · The tool […]
Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence" workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing. Through practical advice, real-life examples, and interactive discussions, you'll learn how to build a strong investment portfolio, […]
Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today can support aging in place, reduce future costs, and enhance quality of life. Through expert-led discussions and interactive exhibits, you'll gain practical insights into staying […]
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. Topics Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]
Memory changes can be difficult to think about—but planning ahead can make all the difference. Join a panel of experts, including a senior resource specialist, an Alzheimer’s Association representative, and an experienced attorney, for a practical and hopeful conversation about recognizing early signs of cognitive change and preparing for the future. You’ll learn simple steps […]
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. Topics Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]
Life transitions often arrive without warning. Whether it's the loss of a partner, a health crisis, divorce, or a sudden financial responsibility, many women find themselves needing to navigate complex financial decisions at a time when emotions are already high. This workshop is designed to help women prepare before those moments arrive. Together we'll explore […]