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The Alcaine Halterbeck Group

PHONE: 916-783-6500

TOLL-FREE: 877-792-3667

FAX: 916-783-6550

ADDRESS:  1400 Rocky Ridge Dr, Suite 250, Roseville,  CA  95661

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: Preserving Your Family Wealth

Date: 2/20/2019 12:00 PM

Featured Speaker: Megan Dunham, Senior Estate Planner, Baird


Join us for a webinar with Senior Estate Planner, Megan Dunham, who will provide a brief update on recent estate tax law changes, and discuss why it may be an important time to review your baseline estate planning documents, or create a comprehensive plan for the first time.

Megan will cover key topics you should be aware of to make sure that your plan best fits your family and effectively (and efficiently) accomplishes your goals.

Register 

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