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Randy Stary, CFP®

Director

PHONE: 920-433-7300

TOLL-FREE: 800-711-6134

FAX: 920-437-0456

ADDRESS:  440 S Washington,  Green Bay,  WI  54301

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: End of Year Tax Planning

Date: 11/12/2018 12:00 PM

Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA® 
Director of Advanced Planning

Join us for this exclusive webinar with Tim Steffen, Director of Advanced Planning at Baird, who will review some of the important factors to consider when looking at your year-end tax and financial planning.

During the call, Tim will cover a number of topics, including:

  • The key provisions of the Tax Cuts & Jobs Act, plus any other significant changes or rulings that took effect in 2018
  • Year-end investing and financial planning strategies to help you manage your tax liability
  • A look at the impact of the mid-term elections and what could be coming in 2019
View Recording 

See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit rwbaird.com

* Dates, times and topics are subject to change