Estate Planning Workshop
November 11 @ 6:30 pm - 8:00 pm
Join us at the Wisconsin Maritime Museum for an informative conversation about planned giving and how thoughtful estate planning can make a lasting impact on the causes and communities you care about.
We’ll be joined by Atty. Thomas A. Griesbach from Steimle Birschbach, LLC, and investment managers from Skylight Wealth Management, who will share insights on charitable giving options, estate planning strategies, and the potential tax benefits that come with them.
Whether you’re just starting to think about your financial legacy or looking to refine your plans, this session will offer clear, practical information in a relaxed setting.
Everyone is welcome to join this free event, no prior financial knowledge needed!
Whether you’re just starting to think about your financial legacy or looking to refine your plans, this session will offer clear, practical information in a relaxed setting.
Everyone is welcome to join this free event, no prior financial knowledge needed!