1 PDU: Leadership
Wednesday, March 7, 2018
Sprecher's Restaurant and Pub
Bayshore Town Center
5689 N. Bayshore Dr.
Glendale, WI 53217
Are you likeable? Haly Besaw, CFP, a financial advisor at Robert W. Baird will share how likeability influences your life and impacts your career. During her presentation, you will learn simple techniques to increase your likeability factor.
Networking: 5:30-6:30 p.m.
Chapter Meeting: 6:30-6:45 p.m.
Speaker Presentation/Q&A: 6:45-8 p.m.
Door prizes: 8 p.m. (Must be present to win.)
$ 20 Chapter Member
$ 25 Non-chapter Member
$ 10 Student*
Event admission includes hors d'oeuvres. A cash bar will be available.
Haly Besaw, CFP
Robert W. Baird
As a financial advisor at Robert W. Baird, Haly Besaw, CFP, specializes in helping people more effectively manage life’s transitional events in a way that enhances their confidence and outlook for the future. As a professional woman who has personally experienced life changing events, Haly provides the inside knowledge and financial know-how to help turn these challenging times into opportunities.
A Wealth of Experience
Haly’s passion to help others is surpassed only by her desire to add value to her clients and enhance their financial lives. Her collaborative style allows her to become a trusted partner with her clients working together to achieve their life’s goals and dreams. In addition, Haly has volunteered her time as well as her popular workshop “Likability and Your Career” at various unemployment networking groups throughout the Milwaukee area to help those in job transition.
Haly graduated from the Milwaukee School of Engineering in 1985 with a Bachelor of Science degree in Electrical Engineering and also married her lab partner, Mike. Afterward, she worked as an engineer for the Department of the Navy on various missile and target systems. Her time as an engineer taught her to think analytically and strategically and review situations fully before making recommendations. She uses a similar approach with her business by using the newest technology tools and Baird’s resources to create comprehensive financial plans. Haly’s unique engineering background allows her to connect with clients who have a similar background by using a technical communication style and clearly answering questions in a manner they understand.
Haly is very active in her community of Cedarburg where she lives with her husband and three children. She shares her passion for music with her family and community where she plays flute in the Lakeshore Symphonic Band. Haly and Mike enjoy hiking the many State Parks in Wisconsin. With a strong commitment of community involvement, she has volunteered for local organizations as well as serving her community as a Cedarburg City Council Member for four years. Her family is active in AFS and hosts exchange students from various foreign countries.
Haly is a FINRA registered representative and holds the Series 7, 31, 66 and carries her Resident Intermediary Individual, Health, Life, Accident & Health, Variable Life/Variable Annuities and Long Term Care insurance licenses.
Haly is proud to be part of Baird – a global, independent firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.
|Event Date||03-07-2018 5:30 pm|
|Event End Date||03-07-2018 8:30 pm|
|Registration Start Date||12-14-2016|
|Registered||30 [View List]|
|Cut off date||03-08-2018|