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: Getting the Most From Your Benefits

Date: 10/16/2019 12:00 PM

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner, Baird

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.

Register 

Topic: Leveraging Baird Technology

Date: 9/18/2019 12:00 PM

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
View Recording 

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change

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