Tax-Time Conversation

WHEN:

Thu, Apr 4, 2024 at 11:00 am

WHERE:

Online

Promotional graphic for PBS Wisconsin Heritage Society Estate and Financial Planning webinar.

Join us for a Tax-Time Conversation: How Financial Planning Can Help You Cover Your Basics. Our conversation with Wisconsin Financial Planner Nathan Brinkman will include:

Rethinking and defining what it means to build your net worth.
Ways to save and invest that take your financial realities into consideration.
Prioritizing your own goals with what your family and others need.
How to balance what feels necessary right now with saving for the long haul.

The presentation will also include a brief introduction to Giving Docs, a free online estate planning resource.

Attendees may choose to attend on one of two dates:
Thursday, April 4, from 11:00 am-12:00 pm – Register here
Tuesday, April 9, from 2:00 pm-3:00 pm – Register here

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