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The Owens Group

PHONE: 407-644-7140

TOLL-FREE: 877-792-9085

FAX: 407-644-7765

ADDRESS:  300 Garfield Avenue, Suite 100, Winter Park, FL 32789

Baird Wealth Strategies

Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.

Please note dates, times and topics are subject to change.

Upcoming Events

Past Events

Topic: Financial Conversations to Have at Every Life Stage

Date: 4/17/2019 12:00 PM

Join us for this exclusive webinar with Brian Levitt, Senior Investment Strategist at OppenheimerFunds, who will cover the different financial planning conversations to have at every life stage.

Throughout this webinar, Brian will provide insights into how to acquire, protect and distribute wealth, along with expectations for various life stages. Brian will touch on a number of topics, including:

  • Getting the Basics Early
  • Entering Early Adulthood
  • Managing a Family
  • Making Big Purchases (Houses, Higher Education, Cars)
  • Managing Wealth
  • Retiring
  • Transferring Wealth

Topic: Strategic Social Security: Maximize Your Potential

Date: 3/20/2019 12:00 PM

You're invited to join us for this exclusive webinar with Baird Financial Planner, Rich Braun, who will discuss Social Security benefits, how they may fit into your retirement planning strategy, and simple strategies you can employ to maximize your benefits.


See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit

* Dates, times and topics are subject to change