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: |
Planning Moves to Consider Before Year-End
Friday, November 21, 2025
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
As the end of the year approaches, are you confident you’re making the right financial moves? Join us for November’s Wealth Strategies webinar to hear from seasoned tax strategists Kelsey Clair CPA, CPWA® and Eric Wikstrom, CPA, CFP®, CPWA®.
Whether you want to optimize your tax strategy, explore smart investment decisions, or set yourself up for a strong start to 2026, this session will equip you with actionable tips and expert guidance you need to know heading into year-end.
Future Topics: |
Check back for 2026 Event Info