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Jean Wolfe, CFP®, CIMA®, CPWA®

Vice President

PHONE: 952-249-7617

TOLL-FREE: 888-831-6426

FAX: 952-249-7650

ADDRESS:  601 Carlson Pwy, Suite 950, Minnetonka,  MN  55305

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: Role of the Trustee

Date: 7/18/2018 12:00PM

Individuals often are advised to utilize trusts as part of their estate plan. But what are the duties and responsibilities of the "trustee", the one who must administer the trust?  

A "trustee," holds legal title to the property of the trust, often for the benefit of another individual, called a "beneficiary." If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and probity. However, it is also a major responsibility.

Join us for an insightful webinar presentation given by Victor Schultz, President & Chief Fiduciary Officer at Prairie Financial Group. Victor will be discussing:

  • Estate planning basics - what role does a trust play in someone's estate plan?
  • Types of trusts
  • Role of a trustee
  • And much more!
Register

See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit rwbaird.com

* Dates, times and topics are subject to change