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.
Topic: Baird Technology Update
Date: 7/15/2020 12:00 PM
Join two of Baird’s technology experts to learn how you can most effectively leverage Baird’s technology to enhance your wealth management experience at Baird.
Zach Woolever, Technology Solutions Consultant, will be joined by Mike McGarry, Senior Digital Product Manager, who manages Baird Online, for a discussion on the newest Baird technology updates. They will share tools and best practices for how you can leverage all that Baird Online has to offer – in-depth portfolio insights, exchanging information and documents, insight into your total net worth and spending, and value-add services like eBill.
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See more Baird Wealth Strategies discussions.
* Dates, times and topics are subject to change