Events

Monthly Interactive Webinars

August 21, 2019
Finance for the Greater Good
This webinar will help you better understand what Socially Responsible investing is and give insight into how you can incorporate your values into more than just your investments via a values based wealth management approach.

September 18, 2019
Leveraging Baird Technology to Make Your Finance Simple and Easy

Missed one of our webinars? Listen to the recorded version here:

Maximizing Your Medicare Benefits 

Estate Planning for Digital Assets

Strategic Social Security: Maximize Your Potential 

The Caregiver's Guide to Financial Planning in the Shadow of Dementia

How Criminals Get Our Information and What We Can Do to Stop Them

Using Baird360 to View All of Your Accounts

Charitable Giving: What You Need to Know

Preserving Your Family Wealth 

The Financial Conversations to Have at Every Life Stage