Are you looking to support the causes you care about while maximizing the impact of your financial plan?

Join us for an insightful webinar featuring Baird’s trust and estate planning experts:

• Scott Grenier, CFP®, CAP®, Manager of Tax & Estate Planning, Baird
• Jonathan Raymon, J.D., CAP®, CTFA, Charitable Solutions Strategist, Baird Trust
• Kate Biagi-Rickert, CAP®, Charitable Solutions Officer, Baird Trust

We’ll explore strategic approaches to charitable giving and how aligning your philanthropic goals with tax-efficient planning can help you give more effectively and meaningfully.

Recording Link - Watch Now!