Events

Baird Wealth Strategies

Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you!

​​Technology Update
Join two of Baird's technology experts to learn how you can most effectively leverage Baird's technology to enhance your wealth management experience at Baird.  
Zach Woolever, Technology Solutions Consultant, will be joined by Mike McGarry, Senior Digital Product Manager, who manages Baird Online, for a discussion on the newest Baird technology updates. They will share tools and best practices for how you can leverage all that Baird Online has to offer – in-depth portfolio insights, exchanging information and documents, insight into your total net worth and spending, and value-add services like eBill.
Replay 

Planning for the Small Business Owner – COVID 19 and Beyond
​Please join us as Jason Spitz from our Business Owner Solutions Team discusses the near term focus on COVID-19 and how this impacts your business.
Jason will give an update on a variety of things from the CARES Act to cost reduction opportunities.
In addition, Jaleigh White, Director of High-Net-Worth Solutions and Andy McKay, Business Owner Solutions Managing Director, will discuss integrated business succession planning for business owners beyond COVID-19.
Replay 

​Hoodlums to Hackers:
How to Stay Safe From Cyber Crime and Identity Theft
This dynamic presentation focuses on how criminals try to trick us, steal our identities and commit cyber fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society. Jeff provides easy to implement solutions to real world cyber risks. He explains what to watch for and where not to click. Jeff provides quality advice for advisors and their clients to stay safe from fraud along with specific tips and recommendations.
Replay 

Planning Under the CARES Act & ​SECURE Act
Recent Legislation, through the CARES Act and SECURE Act, and market volatility have created tremendous planning opportunities. 
While silver linings are difficult to see during the pandemic we are living through, there are various financial planning opportunities that you need to consider to position yourself for financial freedom and success. Creating or reviewing your financial plan and understanding your tax situation will provide you with the foundation for evaluating and executing on any one or more of these planning opportunities.
Replay 

Social Security for Women
​​Happy National Womens Month! Please join us as Baird's Financial Planner, Linda Grant-Smith discusses how Social Security benefits differ for women. Learn what to consider regarding when to file, on whose work record to claim, and if your marital status (Divorced, Widowed, Single, Married) affects your choice.
Replay 

Medicare
Please join us as Baird’s Financial Planner Richard Braun discusses the costs and benefits of Medicare plans, as well as how to enroll. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
Replay 

2020 Market Update
 
Michael Antonelli, Baird’s PWM Market Strategist and author of the popular Bull and Baird blog, will provide his views on the current state of the  economy and stock market. 
He will highlight the key indicators he pays attention to when examining the market and why, along with some quick notes on what matters and what doesn’t.
Replay 

Year-End Tax Planning
2018 was a busy year for adjusting to the new tax laws. And while 2019 was relatively quiet in terms of tax law changes, that doesn’t mean taxpayers should neglect considering year-end tax and financial planning strategies.
Please join us as Baird Senior Financial Planner Brian Ellenbecker highlights different considerations and strategies to keep in mind as you begin to plan for the 2019 tax season.
Replay 
 
Medicare: Getting the Most From Your Benefits
How to prepare and plan for Medicare plays a prominent role in your overall financial plan, especially as you plan for retirement.
Please join us as Baird Senior Financial Planner Brian Ellenbecker discusses the costs and benefits of Medicare plans, as well as how to enroll. 
You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
Replay 

Leveraging Baird Technology
At Baird, we aim to provide a technology experience that provides
deep insight into your financial picture leveraging easy-to-use, intuitive online platforms.
Join Caleb Hutchins, Technology Solutions Consultant at Baird, as he dives into some of the specifics on Baird’s most popular technology platforms.
Among the topics Caleb will touch on are:
The simple enrollment process of Baird Online
The benefits of 360 Wealth and how it helps to illustrate your complete financial picture
How to use Secure Document Exchange on Baird Online
Replay 

Finance for the Greater Good
Join John Taft, Vice Chairman of Baird and Katie Schoen, Manager of PWM Equity & Fixed Income Research, as they discuss some of the opportunities available for those investors interested in aligning their investments with their values.
Among the topics John and Katie will explore are:
Helping you better understand what Socially Responsible Investing (SRI) is
available in the SRI space
How you can incorporate your values into more than just your investments via a values based wealth management approach Identifying some of the investment solutions
Replay 

100th Anniversary Special - Thoughts and Answers from Baird's PWM Leaders
Join Mike Schroeder, President – PWM, and Erik Dahlberg, Executive Director – PWM, for an engaging discussion on a wide range of topics including:
Brief highlights of Baird's history
What Baird's future might look like
Direction of the Wealth Management industry
Q&A session (via webinar)
Clients will have the opportunity to submit questions throughout the session, as well as in advance on the registration form. We encourage you to invite your clients to this unique opportunity to interact directly with PWM's leaders.
Replay 

BIG IDEAS 2019 – DISRUPTIVE INNOVATION
Featured Speaker: Resolute Investment Managers
Educational series that explores the investment opportunities associated with disruptive innovations such as deep learning, digital wallets, battery cost tipping points, autonomous taxi networks, next generation DNA sequencing, CRISPR, collaborative robots, and 3D printing.
Replay 

THE FINANCIAL CONVERSATIONS TO HAVE AT EVERY LIFE STAGE

Featured Speaker: Oppenheimer Investments
Throughout this webinar, Brian will provide insights into how to acquire, protect and distribute wealth, along with expectations for various life stages. Brian will touch on a number of topics, including:
•Getting the Basics Early
•Entering Early Adulthood
•Managing a Family
•Making Big Purchases (Houses, Higher Education, Cars)
•Managing Wealth
•Retiring
•Transferring Wealth
Replay  
 
STRATEGIC SOCIAL SECURITY: MAXIMIZE YOUR POTENTIAL
Featured Speaker: Rich Braun, CFP®, ChFC®, CASL®, CLU®, Senior Financial Planner
Most of all Social Security participants (a mere 90%) are unable to maximize their benefits… and they aren’t even aware! Knowledge is the first step towards unveiling your retirement income potential. So let’s make that step together by joining Rich Braun, one of Baird’s respected Financial Planners, in this informational presentation on strategic Social Security planning. 
Replay 

PRESERVING YOUR FAMILY WEALTH

Featured Speaker: Megan Dunham, Senior Estate Planner
Megan will provide a brief update on recent estate tax law changes, and discuss why it may be an important time to review your baseline estate planning documents, or create a comprehensive plan for the first time.
She will cover key topics you should be aware of to make sure that your plan best fits your family and effectively (and efficiently) accomplishes your goals.
Replay  

HAVE A PLAN – OWN THE BEST
Featured Speaker: Randy McLaughlin, CFA, SAM Managing Director and Portfolio Manager and Brenda Hutchinson, CFA, SAM Director and Portfolio Manager
A well thought out investment strategy helps ensure investment success. We will outline the key components of developing an effective investment strategy.
Specialized Asset Management (SAM) believes some companies are better than others. We will look at the attributes of great companies and show how ownership of these kinds of companies can enhance investment success. 
Replay 

END OF YEAR TAX PLANNING
Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Financial Planning
Replay 

CHARITABLE GIVING:  WHAT YOU NEED TO KNOW
Featured Speaker:  Baird Financial Planner Christopher Dolan
Replay 

MEDICARE: GET THE MOST FROM YOUR BENEFITS
Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner
Please join us as Baird Senior Financial Planner Brian Ellenbecker discusses the costs and benefits of Medicare plans, as well as how to enroll.
You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you
Replay 

Reviewing Your Life Insurance:  Aligning Your Protection with Your Needs
Featured Speaker:  Blake Panosh, CLU®, ChFC® Insurance and Annuity Manager
Join us for an insightful webinar presentation given by Blake Panosh, Baird's Insurance and Annuity Manager, who will discuss:
    How often should you review your insurance plan? 
    Does your current plan meet your needs?
    Are you confident that you’re maximizing your coverage while minimizing your premium expenses?
Replay 

THE ROLE OF A TRUSTEE:  INDIVIDUAL vs CORPORATE
Featured Speaker:  Victor Schultz, President and Chief Fiduciary Officer at Prairie Financial Group.
Join us for an insightful webinar presentation where Victor will be discussing Estate planning basics.
Replay

360 WEALTH ON BAIRD ONLINE
Featured Speaker:  Ryan Zutter, Tech Solutions Consultant and Joe Ghali, Digital Technology Product Manager.
Here we talk about Baird's new 360 Wealth platform which is now available to all clients.  Using technology to your advantage via simplification and consolidation yields results that truly make what used to seem like a daunting task, much more manageable.
Replay

AGING IN AMERICA
Featured Speaker:  Brian Petranick, IKOR International
The majority of adults, if given the choice, want to live at home as long as possible.  However, aging in place requires careful thought and planning.  What factors should you be considering as you plan for the golden years?
Replay

MARKET OUTLOOK
Featured Speaker:  Rod Smyth, Director of Investments, RiverFront Investment Group
Rod Smyth, Director of Investments for RiverFront Investment Group, will be giving a Current Market Outlook presentation, covering a variety of timely topics.  Rod will take you through what has happened so far in 2018, what is happening now and what might happen throughout the remainder of the year.
Replay

STRATEGIC SOCIAL SECURITY:  MAXIMIZE YOUR POTENTIAL
Featured Speaker:  Rich Braun
Most of all Social Security participants (a mere 90%) are unable to maximize their benefits... and they aren't even aware!  Knowledge is the first step towards unveiling your retirement income potential.  So let's make that step together by joining Rich Braun, one of Baird's respected Financial Planners, in this informational presentation on strategic Social Security planning.
Replay

IMPLICATIONS OF ELDER LAW AND MEDICAID PLANNING: WHAT IT MEANS FOR YOU 
Featured Speaker: Peter Walsh, Attorney Husch Blackwell LLP
The high cost of long-term care, be it at home, in an assisted living facility or a nursing home, is on the minds of many these days. Fortunately, there are options for reducing the financial bite.
Attorney Peter Walsh of Husch Blackwell LLP will be presenting a webinar on an array of planning options, including ways in which insurance products can be used to cover long-term care expenses and the options for using trusts to shelter certain assets from a spend down.
Replay
 
FINANCIAL PLANNING IN A CHANGING TAX ENVIRONMENT: THE TAX CUTS & JOBS ACT
The debate over tax reform continues to dominate the headlines, and we finally know exactly what we’ll be working with for 2018 and beyond. In this call we will discuss the final bill that came out of Washington and what it means for not only your income tax situation, but how it impacts estate planning, education funding, investment planning, etc. 
Replay

YEAR-END TAX AND FINANCIAL PLANNING STRATEGIES
Tim Steffen, Director of Advanced Planning at Baird, discusses some of the important considerations to take into
account when looking at your year-end tax and financial planning.
Replay 

BULL AND BAIRD
Featured Speaker:  Mike Antonelli, Managing Director, Equity Sales Trader
We recently sat down with Mike Antonelli, author of the nationally acclaimed blog Bull and Baird, who provided
market perspective with a dose of humor and wit.
Replay

UNDERSTANDING MEDICARE BENEFITS
Featured Speaker:  Brian Ellebecker, Senior Financial Planner
A Webinar that will discuss Medicare plan benefits and how Medicare may fit into your broader retirement planning.
Replay

FINANCIAL LITERACY:  ONCE YOU START RECEIVING AN INCOME, WHAT SHOULD YOU DO WITH THE MONEY?
Featured Speaker:  Brian Levitt, Senior Investment Strategist, Oppenheimer Funds
This webinar is an informative and poignant session based around financial literacy.  Financial literacy provides guidance on how to acquire, protect and distribute wealth while providing a framework for what to expect at each stage of your life.
Replay

INTERACTING WITH BAIRD TECHNOLOGY
Featured Speaker:  Ryan Zutter, Tech Solutions Consultant
This webinar will review the most highly used Baird Online and Digital capabilities that you can leverage to enhance the relationship with your Baird Financial Advisor. 
Replay

SOLVING THE LONG-TERM CARE PUZZLE
Featured Speaker:  Steven M. Cain, CLTC National Sales Leader, Highland Capital
We recently sat down with Steve Cain, National Sales Leader, to discuss how Long-Term Care may fit into your broader wealth management plan.
Replay

 INTERVIEW SKILLS WORKSHOP
Featured Speaker:  Mark Ferro, SVP Divisional Sales Manager, Oppenheimer 
This is an exclusive webinar with Mark Farro, Divisional Sales Manager for Oppenheimer Funds, offers countless interview tips and best practices for recent graduates seeking to differentiate themselves in a competitive job market.
Replay

ESTATE PLANNING FOR DIGITAL ASSETS
Featured Speaker: Rick Holman, J.D., CFP®, CLU®
We recently sat down with Rick Holman, Senior Estate Planner at Baird, to discuss some of the critical factors to consider when drafting a digital estate plan. While you may already have some of your conventional estate planning done. A will drawn up. An executor of your estate named. What about your digital assets? Rick covers many of the reasons why having a digital estate plan is important, as well as some simple steps you can take to begin making those plans.
Replay
 
UNDERSTANDING SOCIAL SECURIT AND STRATEGIES TO MAXIMIZE YOUR BENEFITS
Featured Speaker: Scott Grenier, CFP®, AEP®
This is an exclusive webinar with Baird Manager of Financial and Estate Planning, Scott Grenier, who will discuss Social Security benefits, how they may fit into retirement planning strategies, and simple strategies to employ to maximize benefits.
Replay


See more Baird Wealth Strategies discussions.

BAIRD HIGHLIGHTS