Vice President

Minnetonka Office
Phone: (952) 249-7617
Toll Free: (888) 831-6426
Fax: (952) 249-7650
Email Me
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
10/18/2017 12:00 PM CT
Bull & Baird
Featured Speaker: Michael Antonelli, Managing Director 
You're invited to join us for this exclusive webinar with Mike Antonelli, author of the nationally acclaimed blog Bull and Baird, as he discusses the latest market trends with a dose of humor and wit.


Past Topics:

Understanding Medicare Benefits
Featured Speaker: Brian Ellenbecker, Senior Financial Planner
You're invited to join us for this exclusive webinar with Baird Senior Financial Planner, Brian Ellenbecker, who will discuss Medicare plan benefits and how Medicare may fit into your broader retirement planning strategy. This seminar is useful to anyone thinking about, planning for or already in retirement.


Financial Literacy
Featured Speaker: Brian Levitt, Senior Investment Strategiest - Oppenheimer Funds
This exclusive webinar with Brian Levitt, Senior Investment Strategist at OppenheimerFunds, was an informative session based around Financial Literacy.


Interacting With Baird Technology
Featured Speaker: Baird PWM Technology Experts


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


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.


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.


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.


See more Baird Wealth Strategies discussions.

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