What is a Welcome Workshop?

Welcome Workshops are designed to provide an introduction to our services and an in-depth look at who we are, what we do, and the various ways we can work with clients. An informative and casual workshop for prospective clients to get their questions answered.

 • An introduction to Hefren-Tillotson's proud history, Baird's bright future, and our Team's approach to service                                                 • Explain the different ways we can 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 a Q&A on any 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?

If any of these describe you, please consider attending one of our Welcome Workshops below. There is no charge or committment to attend.

Below you will find a list of upcoming Welcome Workshop seminars in our North Hills (Wexford) and South Hills (Southpointe) locations.  After submitting the form below, you will also receive a confirmation email for your preferred date and additional directions:

Use the "Additional Info" box to share your preferred seminar date