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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: 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

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change