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Join us for an evening of education, connection, and discovery. We're delighted to invite you to an exclusive gathering where you'll learn about the comprehensive ways Baird Trust can support your family's financial future. This intimate event combines thoughtful education with gracious hospitality in a beautiful setting.
Evening Schedule
The evening begins with a welcome reception at 3:30 PM, followed by an educational presentation at 4:00 PM, and concludes with dinner and networking. Appetizers, dinner, and beverages will be served throughout the evening.
About Baird Trust
Baird Trust provides comprehensive wealth management and fiduciary services designed to help families preserve and grow their assets across generations. Our experienced team offers personalized trust and estate planning, investment management, and family governance solutions. With a commitment to understanding each family's unique goals and values, we serve as a trusted partner in navigating complex financial decisions and creating lasting legacies. They are here to serve as our client’s partner alongside the Kendzicky Group.
What You'll Experience
• Meet Our Team: Connect personally with Baird Trust professionals who bring decades of experience in wealth management and family services.
• Educational Presentation: Gain insights into trust structures, estate planning strategies, and wealth preservation techniques tailored for families.
• Networking Opportunities: Engage with like-minded individuals and families in an intimate, social setting.
• Culinary Experience: Enjoy carefully curated appetizers, dinner, and premium beverages in the historic Carnegie Library setting.
• Personalized Conversations: Discover how Baird Trust's services align with your family's specific needs and aspirations.
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