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: |
Building a Purposeful Charitable Legacy
Wednesday, October 16, 2024 from 12:00 PM - 1:00 PM CT
Many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.
Join us for this webinar where Scott Grenier, CFP®, AEP®, CAP®, Manager of Tax & Estate Planning at Baird, and Jonathan Raymon, J.D., CAP, CTFA, a Charitable Solutions Strategist at Baird Trust, will cover what you need to know about the possible charitable solutions and what strategies can be implemented when giving.
Future Topics: |
11/20/24
Year-End Planning Strategies