Deborah Barnes, CPA
Financial Advisor
PHONE: 813-273-8238
E-MAIL: dbarnes@rwbaird.com
TOLL-FREE: 800-444-4391
FAX: 813-273-8278
ADDRESS: 201 North Franklin Street, Suite 3000, Tampa, FL 33602
Baird Wealth Strategies
Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.
Please note dates, times and topics are subject to change.
Upcoming Events
Past Events
Topic: 100th Anniversary Special – Thoughts and Answers from Baird’s Private Wealth Management Leaders
Date: 7/17/2019 12:00 PM
This year, we’re celebrating our 100th Anniversary at Baird. Since 1919, we’ve operated under one guiding principle: Clients come first.
In honor of this significant milestone, we wanted to put together a special Wealth Strategies webinar, giving you the opportunity to hear from and interact with Baird’s President and Executive Director of the Private Wealth Management business.
Join Mike Schroeder, President – PWM, and Erik Dahlberg, Executive Director – PWM, for an engaging discussion on a wide range of topics including:
- Brief highlights of Baird’s history
- What Baird’s future might look like
- Direction of the Wealth Management industry
- Q&A session (via webinar)
You’ll have the opportunity to submit your questions throughout the session, however if you would like to submit your question in advance, there will be a spot to do so on the registration form.
Register
See more Baird Wealth Strategies discussions.
* Dates, times and topics are subject to change
