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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.
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:
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To register or access other past recordings please visit rwbaird.com
* Dates, times and topics are subject to change