Financial Planning Workshop and Breakfast June 20
Four esteemed financial advisors will host a talk and Q&A over a complimentary breakfast Tuesday June 20, at 8:30 a.m. at Central Library to share their insights into planning your financial future and helping you incorporate charitable giving.
Madison Public Library Foundation is hosting “Coordinating Your Charitable Goals—Recommendations from Trusted Advisors” to help you learn more about tax-efficient strategies, different types of professional advisors and the importance of working with a professional advisor.
Advisors will include Julie Bogle, Partner at Smith & Gesteland LLP; Colin Nemeth, Senior Director of Development at the Wisconsin Foundation and Alumni Association; Meg Prestigiacomo, Vice President and Financial Advisor at Robert W. Baird & Co.; and Melissa Selinger, Attorney and Founder at Selinger & Brunette, LLC.
To reserve your seat at this special program, RSVP to firstname.lastname@example.org or 608.266.6318.