Sacramento

Phone: (916) 563-2000
Toll Free: (888) 792-7451
Fax: (916) 563-2050
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Baird
300 University Ave
Suite 200
Sacramento, CA 95825
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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 Topics:
DateWealth Management Topic

Past Topics:

Financial Conversations to Have at Every Life Stage

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
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