Video: Baird’s Tim Steffen Discusses Last-Minute Financial Planning To-Do's with Morningstar

Firm,Private Wealth Management

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird's Director of Advanced Planning, discusses last-minute financial planning to-do's for 2018 with Morningstar.

Read more on the topic in the article, "Year-End Tax and Financial Planning Ideas."

Tim Steffen
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