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: |
Understanding the Value of Your Business
Wednesday, August 19, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
Business owners spend years building something valuable, yet it is often overlooked in long-term financial planning.
Join our August Wealth Strategies call for an educational discussion on how understanding your business's value can help inform financial decisions and support your long-term goals.
During this webinar, we'll explore:
- Why your business should be part of your financial plan
- How an estimated range of value can help guide planning decisions
- How your business may impact retirement, succession, and estate planning
- Questions to consider before a future transition or sale
- How we can partner to help connect you with additional planning resources
This webinar is designed to be educational and informational in nature. Attendees will not be visible to one another, and questions submitted during the presentation will only be viewed by the panelists.
2026 Year at a Glance |
Next Up
- August 19 - Business Owners
- September 16 - Medicare
- October 21 - Tax Planning/Year-End Strategy
Recent Events
- Protecting Yourself in a Digital World (7/15/26)
- Building a Financial Foundation (6/17/26)
- From Discovery To Decisions: Your Estate Planning Experience (5/20/26)
- Building a Flexible Retirement Income Strategy (3/18/26)
- Maximizing Your Charitable Impact (2/18/26)