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Join Us For a Live Webinar
Charitable Giving Techniques

What if there was a smarter way to give to charity? What if there was a way that allowed you to give both in the moment and thoughtfully for the long term – and in a way that fits your broader wealth management plans?


To learn about charitable giving strategies that let you maximize your gifts where and when it can do the most good, please join The Matthews Snyder Group of Baird for a webinar focused on charitable giving techniques for 2020 and beyond, legacy planning, and planned giving. 

Thursday, November 19, 2020
5:00 – 6:00 p.m. ET

Featured Speaker:
Bill Cass
Director, Wealth Management Programs
Putnam Investments

To receive an email with the webinar information, please register at

Hosted by:
The Matthews Snyder Group
Private Wealth Management

About the Speaker:

Mr. Cass is Director of Wealth Management Programs for Putnam Retail Management. He is responsible for developing and delivering wealth management-related content, educational programs, and marketing initiatives. Mr. Cass speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as sustainable retirement income strategies, tax legislation, personal risk management, and efficient wealth transfer. He has been in the investment industry since he joined Putnam in 1990.


William D. Cass
Director, Wealth Management Programs at
Putnam Investments

Robert W. Baird & Co. does not offer tax or legal advice.

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Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-79-BAIRD.