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Family Finance Chats

Tax Return Reviews & Donor Advised Fund

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Terry and Kelly share a special offering for tax return reviews, and the benefit of taking a deeper look into your tax documents. Also, learn about a unique opportunity to set aside funds for charitable giving that can also be a tax benefit.

Tips for New Grads

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Terry sits down with Kelly and Chris and asks them to share their top three tips for new college graduates. Learn where they went and a favorite memory from their college days.

Address: 1400 Rocky Ridge Drive, Suite 250 Roseville CA 95661

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.