Wealth Strategies
The Baird Wealth Strategies Client Educational Series is a monthly webinar designed to supplement the experience you deliver to your clients and prospects by offering them live education and insights on timely wealth management topics.
Next Webinar: |
Passing the Torch | Thoughtful Strategies for Wealth Succession
Wednesday, April 17, 2024 from 12:00 PM - 1:00 PM CT
Join us for an insightful webinar where we'll explore the crucial aspects individuals should keep in mind when transferring their wealth. Whether you're planning for the future or currently navigating the complexities of wealth transfer, this session will provide valuable guidance and expert advice. Our panel of seasoned professionals will cover topics including tax implications, estate planning strategies, family dynamics, charitable giving, and more. Don't miss this opportunity to gain the knowledge and tools you need to make informed decisions and secure your legacy. Register now to reserve your spot!
Future Topics: |
6/18/24
Wealth + Wellness = WHealth
9/18/24
Navigating the Medicare Maze: Making Sense of Federal Health Insurance
10/16/24
Giving Thanks: Building a Purposeful Charitable Legacy
11/20/24
Year-End Planning Strategies