Wealth Strategies
The Baird Wealth Strategies Client Educational Series is a monthly webinar designed to supplement the experience you deliver to your clients and prospects by offering them live education and insights on timely wealth management topics.
Next Webinar: |
Guiding Business Owners Through Transition
Wednesday, March 19, 2025 from Noon - 1:00 p.m. (CT)
We’re excited to invite you to our upcoming webinar designed specifically for business owners, all of whom need to plan for the next phase of their journey. We’ll be joined by Baird partners who have a deep understanding and strong experience in supporting business transitions.
They will cover topics ranging from transition strategy, valuation and marketability assessment, and advice for both third-party sales and intra-family succession.
We hope you’re able to join us!
Future Topics: |
- 6/18/25 Social Security
- 7/16/25 Estate Planning
- 8/20/25 Cybersecurity/Identity Theft
- 9/17/25 Charitable Giving
- 10/15/25 Medicare
- 11/19/25 Year-End Planning Strategies