Lunch & Learn: Baird Private Wealth Management

Lunch & Learn: Baird Private Wealth Management

Thursday, 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.

Pricing

this is a FREE event for LOTSAR Members


21 Restaurant Ct
Asheville, NC 28805 United States
Thursday, December 4, 2025 (12:00 PM - 1:00 PM) (EST)

        If having lunch, please arrive a few minutes early.    

Registered Guests
3
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