News & Resources 

 

Lori was selected to speak at SIFMA's Private Client Conference 2016


The Securities Industry and Financial Markets Association (SIFMA) Private Client Conference is North America's leading event designed specifically for financial professionals who work with individual investors. Industry experts address relevant and pressing topics affecting our industry today, while delivering practical strategies to enhance the client experience, help advisors succeed, and operate more effectively.

Lori was invited to share her insights and expertise with counterparts from across the industry including FINRA representatives, executives from TD Ameritrade, Edward Jones, Schwab, Raymond James and several media outlets such as Bloomberg News, On Wall Street and The Wall Street Journal.   


Financial and Healthcare Planning for Dementia

 

 

 

We recently hosted caregiving expert, Annalee Kruger, President of Care Right, Inc., as she discussed the key issues of dementia; her presentation discussed the following:

  • What are the warning signs
  • The impact of the disease
  • Preparing for challenges and issues
  • How to have proactive conversations
  • What you can do now

Furthermore, Lori and Annalee partnered to publish the whitepaper, "What Women Need to Know: Alzheimer's Disease and its Financial Repercussions" provides background on this all-too-common disease and lists a number of ways to proactively approach the associated risks and challenges.

Please contact us if you have any questions or would like to learn more about this topic.


Lori Speaks at 2015 Women at Baird Event

 

 

 

 


Lori Speaks at UWM's 2014 Women Leaders Conference

 

 

 

 


 

The Gervais Group Host "Understanding Social Security" Webinar

 

 

 

 



© The Gervais Group • 1539 West Market Street • Mequon, WI 53092 • (262) 240-3519 or (800) 711-6132

© Robert W. Baird & Co. Incorporated.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.
This site is powered by the Northwoods Titan Content Management System