Your featured presenter will cover the following:

• Hefren-Tillotson's proud history and Baird's bright future
• Our approach to financial planning and investment guidance
• Explain the different ways we work with clients
• Highlight the importance of having a coordinated financial plan
• Discuss our philosophy on investing and understanding risks
• Provide considerations for smart income planning strategies
• End with an open Q&A on any of your financial topics of interest

• Interested in a “behind-the-scenes” look at Baird’s services?
• Looking for a second opinion or to establish a financial plan?
• Nearing retirement, recently retired, or changing jobs?
• Seeking education on smart income planning strategies?

Welcome Workshops are designed for prospective clients of Baird. There is no cost to sign-up or attend. Welcome Workshops are a nice opportunity to casually interview a potential advisor and to get your questions answered.