You’re Invited!
Join us for casual conversations about finances and the unique challenges women face relating to this topic. This series will be a combination of in-person events as well as email, to provide multiple ways for you to participate. You are welcome to bring guests and share this with family and friends. Reminders will be sent for each in person session with an ask to RSVP so we can plan accordingly. We hope your calendar will allow you to attend all seminars!
Join us for our in-person seminars:
Getting Started/Keeping Organized
Organizing and maintaining family and financial records can be a challenge. However daunting it may seem, having this information readily accessible could be vital, especially in an emergency. We’ll share resources and tips for organizing your records. Bring your questions!
Medicare & Social Security
These are the two most common topics we get asked about! We’ll break down Medicare and Social Security so you can better understand your benefits and how to incorporate them in your financial plan. Matt Urbanek from Baird's Wealth Planning department will be presenting.
Protect Your Data
With all the benefits the digital world has to offer, it's easy to overlook the risks. We'll hear from experts on how to protect yourself from some of these risks, as well as avoiding fraud and common scams in the area. Bring your family! We will move to a larger location if needed. Nicole Pretzel Holahan from MFS will be presenting.
Watch your inbox for more important education:
Sign up for our distribution list by emailing Laura Peterson at lmpeterson@rwbaird.com.
Family Conversations
Talking finances with family can sometimes bring a few challenges. We’ll share resources for conversations with loved ones and how to tie in the purpose of your legacy.
Tips for Women Relaunching Their Career
Whether you’re re-entering the workforce or pivoting to something new, we’ll share tips on how to relaunch your career. Plus, a bonus section on sticking to your new year’s resolutions.
Refresh & Renew
Whether you want to move on from tax season, start a garden or start some home remodeling projects, we’ll have a few tips to get you started and step into a fresh, new spring!
Ask Us Anything!
We offer Ask Us Anything sessions, which are 20-minute phone conversations for questions you'd like answered but not in a group setting. Need a second opinion on your current situation? Want to introduce your family to your advisors? Fill out the form below and we'll do the rest.