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.
Date: 10/20/2021 12:00 PM
Medicare Open Enrollment is now here (Oct. 15th – Oct. 31st) and may be top of mind for many. Additionally, for those who are at/approaching Medicare age and often seek trusted professionals to assist them through filing and enrollment.
Baird’s Financial Planner, Laura Davis, and Baird’s Healthcare Partner, Alex Tolbert from Bernard Health, joined us and discussed Medicare planning to help you as listeners be prepared to navigate Medicare in general, open enrollment, share common misconceptions and mistakes, and highlight opportunities for you to consider. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
About the Speakers:
Laura Davis is a Regional Financial Planner at Baird having joined the firm in 2019 from the Hilliard Lyons Financial Planning team. Laura’s expertise in holistic financial planning ranges from insurance planning, education planning, retirement distribution planning, and charitable giving strategies.
Laura began her career in the investment industry in 2005 and served as a financial advisor prior to becoming a CERTIFIED FINANCIAL PLANNER™ professional with Hilliard Lyons in 2017. In addition to the CFP® Laura holds many other designations which showcases her dedication to education and providing clients high quality service. Laura currently holds the series 6, 63, and 7 securities licenses; as well as, the life, health, and annuity insurance licenses.
Laura is a graduate of Middle Tennessee State University and native to Middle Tennessee. She currently resides in Franklin, TN, along with her daughter and is actively involved with the Financial Planning Association of Middle Tennessee. Laura enjoys hiking, traveling, and spending time with her family.
Alex Tobert is the founder of Bernard Health, the parent company of Bernard Healthcare Financial Planning. Outside of Bernard, he serves on the board of Big Brothers Big Sisters of Middle Tennessee and enjoys spending time with his wife and two small children. Alex received his B.S. and B.A. in Finance and International Studies from the University of Pennsylvania, and obtained his J.D. and M.B.A. from Vanderbilt University. He has passed all three levels of the CFA and earned the aPHR designation.
See more Baird Wealth Strategies discussions.
* Dates, times and topics are subject to change