Welcome to the Smith Norris Group Seminar Series

Discover Financial Clarity with Baird Experts

Join us for one or both of our upcoming educational seminars hosted by the Smith Norris Group in Boulder. These sessions are designed to help you navigate key financial topics with confidence. Register below to attend, bring a friend, or simply sign up for a complimentary portfolio review with Phil Bender - click here.

Complimentary parking and light appetizers will be provided.

One Big, Beautiful Bill Act & How It Impacts You

Join us on Wed., 11/05 @ 3pm when Heath McAteer will break down The Bill and what it means for effective tax and investment planning in the years ahead.

REGISTER TODAY!

Meet Our Baird Experts

Heath McAteer, CPA, CFP®

Tax Strategist

Ron Johnson, CFP®

Wealth Planner

Parking Instructions

We are happy to provide validation for complimentary parking in our building’s parking garage. From the 13th Street and Canyon Intersection: North on 13th Street, turn right into the alley and proceed down into the garage. Please park and note your license plate number. Take the elevator to the 2F, Baird is located in Suite 220. We will validate your parking when you arrive at our lobby.

What to Expect from a Second Opinion Meeting

At the Smith Norris Group, second opinion meetings are meant to be a discovery process where we help you analyze your financial situation and identify any blind spots you may have. While that’s the general goal, no two experiences within the process are the same. Before we get into how you can prepare for a second opinion meeting, you might be wondering if a second opinion is something you need. Click to understand the process or register for a time to meet.

Sign up today