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

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.


Past Events

Topic: Medicare: Getting the Most From Your Benefits

Date: 9/19/2018 12:00PM

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®

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.

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* Dates, times and topics are subject to change