On Dec. 7, Milwaukee Magazine Associate Publisher Katie Williams hosted a free webinar discussion with Charity Olson, Associated Bank’s SVP personal trust manager.
The conversation was all about how to use the end of year for financial planning. They talked about everything from account management and credit needs to taxes and 401Ks.
“A lot of times [during the holiday season] we end up just kind of surviving. And I can’t help but think about the fact that it’s Dec. 7 and wonder, where did 2022 go? I’m asking myself, and I guess I challenge you to ask, ‘Did you get everything done that you had planned?'” Olson says. “And then even take it one step further, did you have a plan at the beginning of this year? Or did 2021 and 2022 just leave you in survival mode?”
Olson outlines ways to not only set goals, but hit them as we head into the new year. After the discussion, Olson answered viewer questions.
Watch the full webinar for yourself here. Looking for more free financial advice? Head to our Women & Wealth partnership page to find all of our past conversations with Associated Bank.