The program will feature a panel of experienced Baird leaders:

Jaleigh White, Managing Director of Baird Family Wealth, who has helped build a platform supporting ultra high net-worth individuals and multi generational families.

Andy McKay, Managing Director of Baird Business Owner Solutions, who brings more than 35 years of experience in mergers and acquisitions, valuation, and investment banking.

Linda Grant-Smith, Wealth Strategist with Baird Private Wealth Management, known for her story driven approach to financial planning that guides clients through taxes, investments, healthcare, education, and long-term goals.

Attendees will gain insight on:
• Strategies for navigating major business and life transitions
• Planning for business growth, succession, or exit
• Aligning personal and business financial goals
• Proactive approaches to wealth planning across multiple areas of life
• Key considerations for complex financial decision making

This workshop is a great opportunity to hear from industry experts, ask questions, and walk away with practical knowledge to support your financial and business success.