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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


Past Events

Topic: Medicare Enrollment: The Good, The Bad & The Ugly

Date: 11/18/2020 12:00 PM

From Medicare open enrollment to selecting the right coverage, Medicare enrollment can be a challenging process for those who are new to system.

Chris Dolan MBA, CFP®, Sr. Financial Planner at Baird, Scott Conran, Business Development Manager, and Joel Nogueira, Sales Manager from HealthPlanOne and John Whaling, Financial Planning, from Bernard Healthcare, provided a webinar on how to navigate the Medicare enrollment process, including highlighting some common misconceptions and potential opportunities to realize.

View Webinar Recording  

Please view on PC or Laptop. Click image below to open recording and scroll to click the play button just below the video window.

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* Dates, times and topics are subject to change

Address: 1400 Rocky Ridge Dr, Suite 250 Roseville CA 95661

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

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