Broker Check

Events

Upcoming Events

April 22 - April 26, 2024

9:00a - 2:00p

Baker Wealth Management

10th Annual BWM Shred Event & Food Drive!

Baker Wealth Management will be holding a Client Shred Event from Monday, April 22 - Friday, April 26. You are invited to bring your confidential documents to our office for shredding.

Past Events

January 24, 2024

4:30p - 5:30p

Webinar

October 25, 2023

4:30p - 5:30p

Baker Wealth Management (Webinar)

Estate Planning & Trusts

R. Scott Barron, Senior Client Strategist, CEPA with BNY Mellon Wealth Management and Jason Baker from Baker Wealth Management invite you to attend Estate Planning & Trusts - Webinar Presented by: Karen Kurtz Harvey, Senior Wealth Strategist, J.D., LL.M and Cory B. Suter, Associate Wealth Strategist at BNY Mellon Wealth Management.

July 26, 2023

4:00p - 5:00p

Baker Wealth Management (Webinar)

Webinar - 2023 Market Halftime Report

Bobby Shanahan, Regional Director, Horizon Investments and Jason Baker from Baker Wealth Management invites you to attend the 2023 Market Halftime Report - Webinar Presented by: Zach Hill, Head of Portfolio Management at Horizon Investments. Baker Wealth Management and Horizon Investments are not affiliated.

July 19 - July 21, 2023

6:00p - 11:00a

U.S. National Whitewater Center

2023 BWM OSJ Financial Professional Retreat

PLEASE JOIN US for our... 2023 BWM OSJ Financial Professional Retreat Thursday, July 20th at 8:00 AM at the U.S. National Whitewater Center 5000 Whitewater Center Parkway Conference Room E Charlotte, NC 28214

April 24 - April 28, 2023

9:00a - 2:00p

Baker Wealth Management

Client Shred Event 2023

Baker Wealth Management will be holding a Client Shred Event from Monday, April 24 - Friday, April 28. You are invited to bring your confidential documents to our office for shredding.

January 18, 2023

4:30p - 5:30p

Baker Wealth Management (Webinar)

Webinar - 2023 Market Outlook

Bobby Shanahan, Regional Director, Horizon Investments and Jason Baker from Baker Wealth Management invites you to attend the 2023 Market Outlook - Webinar Presented by: Zach Hill, Head of Portfolio Management at Horizon Investments. Baker Wealth Management and Horizon Investments are not affiliated.

November 16, 2022

4:30p - 5:30p

Baker Wealth Management (Webinar)

Part 2 of our 2022 Fall Harvest Series - Long Term Care

Jean Wilke-Ausman, Long-Term Care Advisor Development Consultant with Simplicity ABLTC and Jason Baker, Co-founder & President, Baker Wealth Management invites you to attend: Long Term Care Planning and Recent Updates. Presented by: Jean Wilke-Ausman, Long-Term Care Advisor Development Consultant with Simplicity ABLTC and 15 years of experience in the LTC marketplace.

October 12, 2022

4:30p - 5:30p

Baker Wealth Management (Webinar)

Part 1 - 2022 Fall Harvest Series-Tax Planning Strategies

Ted Cox, Managing Director, Senior Investment Consultant, City National Rochdale and Jason Baker from Baker Wealth Management invites you to attend Tax Planning Strategies - Webinar Presented by: Elizabeth Dooley, Senior Portfolio Manager at City National Rochdale. Baker Wealth Management and City National Rochdale are not affiliated.

July 13, 2022

4:30p - 5:30p

Baker Wealth Management (Webinar)

Webinar - 2022 Market Halftime Report

Bobby Shanahan, Regional Director, Horizon Investments and Jason Baker from Baker Wealth Management invites you to attend the 2022 Market Halftime Report - Webinar Presented by: Scott Ladner, Chief Investment Officer at Horizon Investments. Baker Wealth Management and Horizon Investments are not affiliated.

June 8, 2022

4:30p - 5:30p

Baker Wealth Management (Webinar)

Webinar - What are Cryptocurrencies? And why do they Matter?

Rick Leib, CIMA® Regional Director, Fidelity Investments and Jason Baker from Baker Wealth Management invites you to attend: What are Cryptocurrencies and Why do they Matter? Presented by: Brian Abely, Director Business Development. This is a live event and a replay will not be available.

May 18, 2022

4:30p - 5:30p

Baker Wealth Management (Webinar)

Webinar - 5 Ways Technology Will Change How You Age

Join us to hear research from the MIT AgeLab from our friends at the Hartford Funds. Technology is changing the way we age.

April 25 - April 29, 2022

9:00a - 2:00p

Baker Wealth Management

Shred Week

Baker Wealth Management will be holding a Client Shred Event from Monday, April 25 - Friday, April 29. You are invited to bring your confidential documents to our office for shredding.

March 16, 2022

4:30p - 5:30p

Webinar

8,000 Days of Retirement

It’s often asked, “What will you do on Day One of your retirement?” Most people have a clear image of Day One. Maybe even Day 1,001. But few can imagine 8,000 days of golf, and even fewer have a vision of what they will be doing on any given day—such as Day 4,567. Getting started on the right foot can be crucial.

Event Registration