Upcoming Seminars and Workshops

March 4, 2020 at 5:30pm
Socially Responsible Investing: Finance for the Greater Good
Join us to learn how you can align your investments with your values.
There is no cost to attend, but space is limited. Reserve your spot today by calling 530-271-3000.

Monthly Interactive webinars

February 19, 2020
Technology Update

March 18, 2020
Social Security for Women

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 

Finance for the Greater Good

Leveraging Baird Technology to Make Tracking Your Finances Simple and Easy