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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: Finance for the Greater Good

Date: 8/21/2019 12:00 PM

Join John Taft, Vice Chairman of Baird and Katie Schoen, Manager of PWM Equity & Fixed Income Research, as they discuss some of the opportunities available for those investors interested in aligning their investments with their values.

Among the topics John and Katie will explore are:

  • Helping you better understand what Socially Responsible Investing (SRI) is
  • Identifying some of the investment solutions available in the SRI space
  • How you can incorporate your values into more than just your investments via a values based wealth management approach.
Register 

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change

Address: 2525 W. End Ave., Ste 1000 Nashville TN 37203

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.