Generational Wealth - Legacy Planning

Event Date: October 2023

As the holidays approach, we have a special treat in store for your family gathering this year. In this presentation Baird experts share insights that will help you in securing your legacy while strengthening family bonds. This presentation isn’t just about numbers and spreadsheets, it’s about strengthening your family’s financial foundation and creating a secure future together. See below for a link to the recording and resources:

Resources:

• Napkin Finance
• NerdWallet’s Smart Money Podcast: Special series ‘Millennials and money’
• Story Worth - written family history keepsake book
• Family History and Legacy Conversation workbook (from your Baird Advisor)
• Family History Videographers (online)