Events
Upcoming Seminars and Workshops
March 4, 2020 at 5:30pmSocially 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
