Webinars - 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.

To register for the upcoming webinar or to view past webinars, click here.

   


Charitable Giving:  What You Need to Know
March 20th, 2019
Featured Speaker:  Rich Braun, CFP®, ChFC®, CASL®, CLU®, Senior Financial Planner


Preserving Your Family Wealth
February 20th, 2019
Featured Speaker:  Megan Dunham, Senior Estate Planner


Have A Plan  -  Own The Best
January 16th, 2019
Featured Speaker:  Randy McLaughlin, CFA, SAM Managing Director and Portfolio Manager & Brenda Hutchinson, CFA, SAM Director and Portfolio Manager 


End of Year Tax Planning
November 12th, 2018
Featured Speaker:  Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Financial Planning


Charitable Giving:  What You Need to Know
October 17th, 2018
Featured Speaker:  Chris Dolan, MBA, CFP®, Financial Planner


Medicare:  Get the Most From Your Benefits
September 19th, 2018
Featured Speaker:  Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner, Baird   




Retire Well

I encourage women and families to take control of their finances; I want to ensure that all of my clients are able to retire well. Below are some tips and strategies to get you on the right track to retirement.

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Forbes – A retirement Withdrawal Strategy That Can Save Your Sanity - One of the biggest mental shifts new retirees have to make is the sudden change that takes place when they go from accumulation mode to withdrawal mode. It’s a major adjustment that can leave some retirees feeling stressed and unprepared for certain aspects of their financial transition. (Read more)

Wall Street Journal – How Men and Women Want Different Things in Retirement - Spending more quality time with your partner is one reason to retire, right? Well, that may depend on whether you ask a man or a woman—and the difference may be a warning sign for men. (Read more)


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