Financial planning essentials: Strategies for every life stage

Financial planning enables you to react to the past, engage with the present and be prepared for the future. There are steps you can take to help ensure your short-term and long-term financial goals are met. From preparing for the birth of a child to charitable giving, join Baker Tilly Wealth Management to discuss financial planning strategies for a variety of scenarios.

Presenters:

• Kelly Baumbach, Executive Managing Director, Baker Tilly Wealth Management

• Melissa Peterson, Executive Managing Director, Baker Tilly Wealth Management
• Wes Hedrick, Senior Advisor, Baker Tilly Wealth Management