Member Meeting

Money Talk

3:00 PM

Virtual via Zoom

About This Meeting

An Exclusive Virtual Event for DEC Members Only

Join DEC Members as we talk about an important topic to all – Your Money.

Jim Baird will discuss why he favors value, practical strategies to combat increasing financial cybersecurity risks, and timely updates on tax legislation to incorporate into your year-end planning.



Featured Guest Speaker

Jim Baird, CPA, CFP®, CIMA® Partner, Chief Investment Officer Plante Moran Financial AdvisorsJim Baird, CPA, CFP®, CIMA®
Partner, Chief Investment Officer
Plante Moran Financial Advisors

Jim is a partner with Plante Moran Financial Advisors and the firm’s chief investment officer. In addition to leading PMFA’s investment research team, he chairs the firm’s Investment Committee and is a member of its Research and Alternative Investments Committees. Jim specializes in providing an unbiased view of the global economy and capital markets and developing investment strategies to help clients manage risk and meet their long-term goals and objectives. He’s well known for his ability to speak and write on technical topics such as the capital markets in a manner that’s understandable for clients and colleagues. Jim advises investors on how to carefully weigh the near-term outlook with their long-term goals and objectives while maintaining an appropriate focus on their investment time horizon, capital preservation, liquidity needs, and appropriate risk-taking.

He is frequently quoted in the Wall Street Journal, CNBC, CNN Business, Marketwatch, Reuters, and the Associated Press and is a recurring contributor to Worth.com.

Meeting Agenda

3:00 p.m. Discussion

3:30 p.m. Adjourn

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