100th Anniversary Special – Thoughts and Answers from Baird’s Private Wealth Management Leaders
Wednesday, July 17, 2019
Noon – 1:00 p.m. (CT)
(10 a.m. Pacific, 11 a.m. Mountain, 1:00 p.m. Eastern)
This year, we’re celebrating our 100th Anniversary at Baird. Since 1919, we’ve operated under one guiding principle: Clients come first.
In honor of this significant milestone, we wanted to put together a special Wealth Strategies webinar, giving you the opportunity to hear from and interact with Baird’s President and Executive Director of the Private Wealth Management business.
Join Mike Schroeder, President – PWM, and Erik Dahlberg, Executive Director – PWM, for an engaging discussion on a wide range of topics including:
- Brief highlights of Baird’s history
- What Baird’s future might look like
- Direction of the Wealth Management industry
- Q&A session (via webinar)
You’ll have the opportunity to submit your questions throughout the session, however if you would like to submit your question in advance, there will be a spot to do so on the registration form.
Finances for the Greater Good
Leveraging Baird Technology to Make Your Finance Simple and Easy
Medicare: Get the Most from Your Benefits
End of Year Tax Planning
*Dates and topics subject to change.
NOTE: For best experience please view videos in Google Chrome.
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Featured Speakers: Randy McLaughlin, CFA SAM Managing Director and Portfolio Manager and Brenda Hutchinson, CFA SAM Director and Portfolio Manager
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SAM believes some companies are better than others. The speakers looked at the attributes of great companies and showed how ownership of these kinds of companies can enhance investment success.