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Lunch & Learn: Baird Private Wealth Management

December 4, 2025 12:00 PM - 1:00 PM (EST)

Description

Join us for an informative lunch session designed specifically for real estate professionals. We’ll cover key financial topics to help you plan for long-term success: 

  • Saving for Retirement 
        Retirement plan options for self-employed business owners
  • Maximizing Social Security & Medicare 
        How to plan your benefits and choose the right retirement age
  • 1031 Exchanges 
        Tips to add value to your client relationships 

Enjoy a complimentary lunch while gaining valuable insights to support your financial future. 

*Baird does not have any formal relationships or arrangements with any of the External non-Baird Resources listed or suggested above. This should not be considered an endorsement of the products or services offered by these individuals or their firms.

Time

        If having lunch, please arrive a few minutes early.    

Pricing

this is a FREE event for LOTSAR Members

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Contact Information

LAND OF THE SKY ASSOCIATION OF
Phone: (828) 255-8505
Email: board@lotsar.org
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