Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: learn how to identify red flags in common financial transactions, have a better understanding of the right questions to ask, discuss what you can do to protect yourself… all to make the best, informed decisions for you.

For decades, you may have experienced headlines that seemed to indicate Social Security would not be around for future generations.  You may be wondering if you’ll be able to benefit from Social Security, and who is eligible.  Navigating the labyrinth of Social Security information can be daunting and complex. This workshop breaks down the basics of qualifying, applying, and different strategies and eligibility under differing circumstances.

Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls? Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.

A beginner’s guide to planning and preparing for the unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

There are so many ways to be generous!  In this workshop an Annex estate planning attorney and financial planner explore different ways to give.  From donor advised funds to qualified charitable donations to trusts; we will introduce current strategies where it’s a win/win: for you and the charity! 

Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move – and why you should know the difference between residence and domicile.