Annex Wealth Management’s
WOMEN & WEALTH
Empowering Conversations & Community for Women of All Ages

Fun locations. Genuine topics. Empowering conversation.

Women & Wealth Events are designed to foster collaboration, community, and growth in specific areas of financial planning.

Bring a friend! But sign up early, as these fill up quickly.

(IN-PERSON)

Single in Retirement:
Financial Planning Strategies

Thursday, November 21

6:00 pm – 8:00 pm CT

RESERVE YOUR SPOT
About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.                                                                                               

 

Watch

One of our core missions is to educate and increase financial awareness. Follow the Women & Wealth playlist on YouTube

Research Shows

American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.

Women are adding to their assets a rate of $5 trillion per year globally.

Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 2020.

Women now control 52% of wealth, which is expected to grow to an estimated two-thirds by 2030.

National Association of Women Business Owners, 2017.

Only about half of women feel confident about managing investments compared to more than two-thirds of men.

Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.

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