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: Charitable Giving

Date: 9/15/2021 12:00 PM

No matter what stage of financial planning you’re in, many people are often interested in how they can gift to their favorite charities and nonprofits in a tax-efficient manner.

The charitable giving landscape was altered in a number of ways with the passing of the CARES Act, including the addition of an “in between the line” deduction.

Join us for this timely webinar, where Chris Dolan, Sr. Financial Planner at Baird, will cover what you need to know about the current charitable giving landscape in the United States, and what strategies can be implemented when giving.

Password: BWS123
Register for the Webinar 

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* Dates, times and topics are subject to change