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: Planning for the Small Business Owner – COVID 19 and Beyond

Date: 5/20/2020 12:00 PM

Please join us as Jason Spitz from our Business Owner Solutions Team discusses the near term focus on COVID-19 and how this impacts your business.

Jason will give an update on a variety of things from the CARES Act to cost reduction opportunities.

In addition, Jaleigh White, Director of High-Net-Worth Solutions and Andy McKay, Business Owner Solutions Managing Director, will discuss integrated business succession planning for business owners beyond COVID-19.

View the Recording 

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change