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

Topic: Business Owner Solutions – Transitioning a Business

Date: 4/21/2021 12:00 PM

Transitioning a business to the next generation is a reality that all business owners must face. Whether to a family member, financial partner, or another company, this transition can be a complex process and take many forms. Successful transition begins with understanding your options, identifying your goals, and knowing the right steps to ensure a great outcome.

Andy McKay and Jason Spitz of the Business Owner Solutions team at Baird will discuss the critical issues that business owners face during a transition and provide a guide to the basics.

The Business Owner Solutions team supports Financial Advisors and their lower middle-market business owner clients with business transition, valuation, and M&A advisory services.

Register for the Webinar 

Password: BWS123

Past Events

Topic: The Economy and Your Financial Wellness

Date: 3/18/2021 12:00 PM

Should you be worried about inflation? Will we ever pay down the U.S. National Debt? What simple rules can you follow to make yourself a better investor?

Join Michael Antonelli, PWM Market Strategist and author of the popular Bull & Baird blog, for a high-level discussion on key economic factors, how they impact your financial wellness and strategies you can implement to stay focused on your personal financial plan.

Password: Baird1919

View the Webinar Recording

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change