Events

Monthly Interactive Webinars

September 15, 2021
Charitable Giving

October 21, 2021
Medicare

November 17, 2021
Year End Tax & Financial Planning

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

(If the video asks for a password, use Baird1919)

Social Security for Women 

Social Security 101 

Estate Planning for Digital Assets

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

The Financial Conversations to Have at Every Life Stage 

Planning for Families of Children With Special Needs 

Enrolling in Medicare: The Good, the Bad, and the Ugly 

Business Owner Solutions

Education Planning