Tax-Time Conversation


Thu, Apr 4, 2024 at 11:00 am



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