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ROBERT W. BAIRD & CO. INCORPORATED: Baird’s Tim Steffen Discusses Year-End Charitable Giving with Morningstar

by Press release submission | Dec 30, 2018

Robert W. Baird & Co. Incorporated recently issued the following announcement.

To discuss the implications for your investments and wealth management plans, contact your Baird Financial Advisor.

Not a Baird client? Find a Baird Financial Advisor.

While Baird does not offer tax or legal advice, our Financial Advisors regularly work with clients’ attorneys and tax professionals to help ensure that all phases of wealth management are addressed.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S. Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Original source: http://www.rwbaird.com/news/Tim-Steffen-Charitable-Giving-Morningstar




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