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SUMMARY:WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026
DESCRIPTION:When multiple family members inherit a vacation home together\, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements\, keeping your vacation home out of the hands of creditors and divorce settlements\, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.
URL:https://events.annexwealth.com/event/women-wealth-saving-the-family-cottage-6-18-2026/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:Women & Wealth
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SUMMARY:Single In Retirement: Financial Planning Strategies
DESCRIPTION:There are unique financial challenges for those who age alone. This workshop helps identify resources and best practices around managing your healthcare\, housing\, finances and creating a support network.
URL:https://events.annexwealth.com/event/single-in-retirement-financial-planning-strategies/
LOCATION:Annex Wealth Management Headquarters\, 17950 W Corporate Drive Suite 300\, Brookfield\, WI\, 07045\, United States
CATEGORIES:It's Your Money
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