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Mary Strickland

Mary Strickland, CFP®

Vice President

PHONE: 608-252-5714

TOLL-FREE: 800-937-8625

ADDRESS:  One S. Pinckney St., Ste. 600, Madison,  WI  53703

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 see here 
(For replays, see here )

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

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

Reviewing Your Life Insurance:  Aligning Your Protection With Your Needs
August 15, 2018
Featured Speaker:  Blake Panosh, CLU®, ChFC®, Insurance and Annuity Manager Baird 

Role of the Trustee
July 18, 2018
Featured Speaker:  Victor Schultz, President & Chief Fiduciary Officer, Prairie Financial Group

360 Wealth on Baird Online
June 20, 2018
Featured Speaker:  Ryan Zutter, Manager of PWM Technology Solutions, Baird

Aging in America
May 16, 2018
Featured Speaker:  Brian Petranick, President & CEO, RiseMark Brands   

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.


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)