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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.
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Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning
Join us for this exclusive webinar with Tim Steffen, Director of Advanced Planning at Baird, who will review some of the important factors to consider when looking at your year-end tax and financial planning.
During the call, Tim will cover a number of topics, including: