• WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life.  […]

  • WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life.  […]

  • WOMEN & WEALTH | The Sandwich Generation | 8/15/24

    Women & Wealth

    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 […]

  • WOMEN & WEALTH | The Sandwich Generation | 8/15/24

    Women & Wealth

    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 […]

  • WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    Women & Wealth

    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 […]

  • WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    Women & Wealth

    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 […]

  • WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    Women & Wealth

    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 […]

  • WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    Women & Wealth

    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 […]