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: Financial Conversations to Have at Every Life Stage
Date: 4/17/2019 12:00 PM
Join us for this exclusive webinar with Brian Levitt, Senior Investment Strategist at OppenheimerFunds, who will cover the different financial planning conversations to have at every life stage.
Throughout this webinar, Brian will provide insights into how to acquire, protect and distribute wealth, along with expectations for various life stages. Brian will touch on a number of topics, including:
- Getting the Basics Early
- Entering Early Adulthood
- Managing a Family
- Making Big Purchases (Houses, Higher Education, Cars)
- Managing Wealth
- Retiring
- Transferring Wealth
Topic: Strategic Social Security: Maximize Your Potential
Date: 3/20/2019 12:00 PM
You're invited to join us for this exclusive webinar with Baird Financial Planner, Rich Braun, who will discuss Social Security benefits, how they may fit into your retirement planning strategy, and simple strategies you can employ to maximize your benefits.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
