As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important planning issues that impact the clients of Baird. This includes topics related to retirement and estate planning, tax law, executive compensation, business owners, legislative changes, and overall best practices. He will be covering new opportunities with 529 plans and Roth IRAs, Social Security and Medicare planning, charitable giving and more...

Monday, April 28, 2025
4:30 p.m. – 5:15 p.m.    Registration & Reception
5:15 p.m. – 6:15 p.m.    Presentation and Q&A
Heavy appetizers and drinks will be provided.