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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

Topic: Tax and Wealth Transfer Planning in Uncertain Times

Date: 10/21/2020 12:00 PM

The upcoming election brings even greater uncertainty over the future of income tax and wealth transfer tax strategies.

You’re invited to join Baird experts Kelsey Clair, Tax Strategist, and Gail Freeman, Sr. Estate Planner, to discuss year-end planning strategies that you may want to consider implementing regardless of any future tax law changes, as well as to understand how future tax law changes could impact planning in 2020 and beyond.

Register for the Webinar 


See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change

Address: 1400 Rocky Ridge Dr, Suite 250 Roseville CA 95661

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

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