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.

Please note dates, times and topics are subject to change.

Upcoming Events

Topic: Tax and Wealth Transfer Planning in Uncertain Times

Date: 10/21/2020 12:00 PM

The upcoming election brings even greater uncertainty over the future of income tax and wealth transfer tax strategies.

You’re invited to join Baird experts Kelsey Clair, Tax Strategist, and Gail Freeman, Sr. Estate Planner, to discuss year-end planning strategies that you may want to consider implementing regardless of any future tax law changes, as well as to understand how future tax law changes could impact planning in 2020 and beyond.

Register for the Webinar 

Past Events

Topic: Planning for Families of Children with Special Needs

Date: 9/16/2020 12:00 PM

An entire family is impacted when a child or loved one has special needs or disabilities. In many cases, specialized planning is needed to navigate its impact on a family’s financial plan.

In this webinar, Linda Grant-Smith, Regional Financial Planner at Baird, and Matt Stagner, Senior Special Needs Financial Consultant at Voya, will discuss four areas of impact when navigating the family's future:

  • family assets and planning,
  • government benefits,
  • employer benefits and
  • legal planning
View Recording  (Please view on PC or Laptop)

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change