Wealth Strategies Webinar

Wealth Strategies Webinar Series

Baird Wealth Strategies offers live education and insights on timely wealth management topics. Past webinar topics are posted below to view at your leisure. Please note dates, times and topics are subject to change.

Understanding the Value of Your Business

Business owners spend years building something valuable, yet it is often overlooked in long-term financial planning.

Join our August Wealth Strategies call for an educational discussion on how understanding your business's value can help inform financial decisions and support your long-term goals.

During this webinar, we'll explore:

Why your business should be part of your financial plan
How an estimated range of value can help guide planning decisions
How your business may impact retirement, succession, and estate planning
Questions to consider before a future transition or sale
How we can partner to help connect you with additional planning resources

This webinar is designed to be educational and informational in nature. Attendees will not be visible to one another, and questions submitted during the presentation will only be viewed by the panelists.

Event Details:
Wednesday, August 19, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific

Register for the Webinar

About the Speakers

Jaleigh J. White, CPA, CPWA®, Director of Baird Family Wealth, leads her team in helping business owners, executives and multigenerational families access the resources they need to pursue their goals and navigate major life transitions.

Robert J. Robes, J.D., LL.M., Director of Wealth Strategists, works with financial advisors to develop customized solutions for the complex planning needs of high-net-worth clients. He also partners with business owners to develop and implement coordinated strategies for business ownership, estate planning and wealth transfer.

Andrew McKay, Director of Business Owner Solutions, has more than 40 years of experience advising on middle-market mergers and acquisitions, investments, valuations and other business transactions. He is a former member of the Kentucky and Georgia bars, as well as the Kentucky Society of CPAs and the American Institute of CPAs.

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