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
3
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