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Jean Wolfe, CFP®, CIMA®, CPWA®

Vice President

PHONE: 952-249-7617

TOLL-FREE: 888-831-6426

FAX: 952-249-7650

ADDRESS:  601 Carlson Pwy, Suite 950, Minnetonka,  MN  55305

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: End of Year Tax Planning

Date: 11/12/2018 12:00 PM

Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA® 
Director of Advanced Planning

Join us for this exclusive webinar with Tim Steffen, Director of Advanced Planning at Baird, who will review some of the important factors to consider when looking at your year-end tax and financial planning.

During the call, Tim will cover a number of topics, including:

  • The key provisions of the Tax Cuts & Jobs Act, plus any other significant changes or rulings that took effect in 2018
  • Year-end investing and financial planning strategies to help you manage your tax liability
  • A look at the impact of the mid-term elections and what could be coming in 2019

Topic: Charitable Giving: What You Need to Know

Date: 10/17/2018 12:00 PM

No matter the stage of financial planning you’re in, many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.

The charitable giving landscape was altered in a number of ways this past year with the passing of The Tax Cuts and Jobs Act, including lowering individual income tax rates, doubling the standard deduction and nearly doubling the estate tax exemption.

Join us for this timely webinar, where Christopher Dolan, MBA, CFP, Financial Planner at Baird, will cover what you need to know about the current charitable giving landscape in the United States, what strategies can be implemented when giving, and enhancements made to our Donor Advised Fund options here at Baird.

View Recording 

See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit

* Dates, times and topics are subject to change