Register today for one or both of our engaging seminars designed to inform and empower your financial future: 

What You Can Expect:
At our presentation, Heath McAteer will break down The Bill and what it means for effective tax and investment planning in the years ahead.

Light appetizers will be served. Complimentary Parking Provided.

Guest Speaker: Heath McAteer, CPA, CFP®, Tax Strategist 

Heath McAteer is a CPA and CFP® with 8 years of experience in the planning side of the financial services industry. He started his career in 2015 by spending 2 years Public Accounting where he gained valuable experience and expertise in filing tax returns for individuals and businesses.

Prior to joining Baird, Heath worked in the fee only financial planning space where he worked one-on-one with clients in all elements of financial planning. His focus has always been on taxes and how to reduce them over a client’s lifetime, not just in one given year.

Heath loves his wonderful daughter, beautiful wife, and their 2 noisy corgis. He enjoys writing and playing music with his band and spending time traveling in the outdoors with his family.