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Short Educational Videos:

Hosted by Lori & Roger Gervais

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Taking Care of Heirs

Passing on wealth requires different tools and behaviors than building wealth. In this video, we share six steps to passing along your values, wealth, and legacy to your kids and grandkids.

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Family Vision

Achieving a goal like passing on your wealth, values, and financial knowledge to your kids requires a Family Vision. Learn more in this video.

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Cyber Crime

You don’t have to feel helpless against the threat of hackers. While Baird takes great care in protecting your information, I will provide you with 5 steps you can take to help limit your risk and keep your financial accounts safe.

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