Jean WolfeCFP, CIMA, CPWA

Vice President

Minnetonka Office
Phone: (952) 249-7617
Toll Free: (888) 831-6426
Fax: (952) 249-7650
Email Me
Baird
601 Carlson Pwy
Suite 950
Minnetonka, MN 55305
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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 Topics:
DateWealth Management Topic

Past Topics:

Interacting With Baird Technology
Featured Speaker: Baird PWM Technology Experts

Replay

Planning For Long Term Care
Featured Speaker: Steven M. Cain, CLTC National Sales Leader, Highland Capital

Replay





Interview Skills Workshop
Featured Speaker: Mark Ferro, SVP, Divisional Sales Manager, Oppenheimer
This exclusive webinar with Mark Farro, Divisional Sales Manager for Oppenheimer Funds, offered 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 Security and Strategies to Maximize Your Benefits
Featured Speaker: Scott Grenier, CFP®, AEP®
This is an exclusive webinar with Baird Senior Estate Planner, 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.

To register or access other past recordings please visit rwbaird.com
* Dates, times and topics are subject to change

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