Upcoming Client Events
The Woodward Dream Cruise Celebration
Thursday, August 18, 2016
5:00 - 8:00 p.m.
Mark your calendar for our "early" celebration of The Woodward Dream Cruise!
Year-End Tax & Financial Planning Strategies
Tuesday, November 14, 2017 at 12:00 p.m. (CT)
Featured Speaker: Tim Steffen CPA/PFS, CFP®, CPWA®
You're invited to join us for this exclusive webinar with Baird’s Director of Advanced Planning, Tim Steffen, who will review some of the important factors to consider when looking at your year-end tax and financial planning. During the webinar, Tim will cover a number of topics, including:
- Any significant law changes and IRS rulings for 2017
- Year-end investing and financial planning strategies to help you manage your tax liability
- A look ahead to what could happen in 2018.
Don’t hesitate to contact us with any questions.
The Rosenberg Group
Past Client Events
Cooking Class: Cook well, eat well, live well at Sur La Table
On Thursday, April 7 and Thursday, May 26, 2016, clients and friends joined The Rosenberg Group for a relaxing evening at Sur La Table for a healthy, hands-on cooking class instructed by a culinary expert.
Film Screening: Star Wars Episode VII The Force Awakens
On Saturday, December 19, 2015 clients joined us for a breakfast reception and a screening of the highly anticipated continuation of an infamous saga - Star Wars: Episode VII The Force Awakens. As part of Baird's long tradition of giving back to the community, we partnered with Toys for Tots to help brighten the holidays for children less fortunate.
Film Screening: Warren Miller's Chasing Shadows
On Friday, December 4, 2015 clients joined us for a film screening of Warren Miller's Chasing Shadows. The kinds of people featured in Warren Miller Entertainment's films over the years have more in common than a love of skiing. They know what they want from life and they don't wait for it to come to them. They make it happen. We have applied investment and financial planning expertise to help people make the lives they want - for themselves and their families - for nearly a century.