Advertisement
Join us for a collaborative workshop presented by The WillowPointe Group of Baird Private Wealth Management in partnership with the Cookeville-Putnam County Chamber and Highlands Economic Partnership. Designed for business owners, executives, and professionals, this event will provide valuable insight into navigating complex financial decisions, planning for growth, and preparing for major life and business transitions.The WillowPointe Group is a multigenerational team at Baird that offers comprehensive, personalized investment advice. Their approach is rooted in building strong relationships, taking the time to understand each client’s goals, and developing thoughtful strategies that provide confidence and long-term peace of mind. The team includes Larry Taylor, Steve Boots, Rachel Dalton, Paul Ramsey, Amy Ray, and Amber Underwood Taylor.
The program will feature a panel of experienced Baird leaders:
Jaleigh White, Managing Director of Baird Family Wealth, who has helped build a platform supporting ultra high net-worth individuals and multi generational families.
Andy McKay, Managing Director of Baird Business Owner Solutions, who brings more than 35 years of experience in mergers and acquisitions, valuation, and investment banking.
Linda Grant-Smith, Wealth Strategist with Baird Private Wealth Management, known for her story driven approach to financial planning that guides clients through taxes, investments, healthcare, education, and long-term goals.
Attendees will gain insight on:
• Strategies for navigating major business and life transitions
• Planning for business growth, succession, or exit
• Aligning personal and business financial goals
• Proactive approaches to wealth planning across multiple areas of life
• Key considerations for complex financial decision making
This workshop is a great opportunity to hear from industry experts, ask questions, and walk away with practical knowledge to support your financial and business success. Register today!
Details:
📅Thursday, May 28, 2026
⏰9:00 AM - 11:00 AM
Doors open at 8:30 with coffee and light breakfast
Session from 9:00-11:00
📍Leslie Town Centre
1 W 1st St, Cookeville, TN
💲$40 for Members, $50 for Non-Members
Registration: https://business.cookevillechamber.com/events/details/creating-lasting-value-business-owner-strategies-for-continuity-and-succession-2254
Advertisement
Event Venue
1 W 1st St, Cookeville, TN, United States, Tennessee 38501
Tickets
Concerts, fests, parties, meetups - all the happenings, one place.
