Events

Monthly Interactive Webinars

October 16, 2019
Medicare: Getting the Most from Your Benefits

November 18, 2019
End of Year Tax Planning

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