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.

   


Year-End Tax Planning
November 18th, 2019
Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner, Baird


Medicare: Getting the Most From Your Benefits
October 16th, 2019
Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner, Baird


Leveraging Baird Technology
September 18th, 2019
Featured Speaker: Caleb Hutchins, Technology Solutions Consultant, Baird


Finance for the Greater Good
August 21st, 2019
Featured Speakers:  John Taft, Vice Chairman of Baird and Katie Schoen, Manager of PWM Equity & Fixed Income Research


100th Anniversary Special – Thoughts and Answers from Baird’s Private Wealth Management Leaders
July 17th, 2019
Featured Speakers:  Mike Schroeder, President – PWM, and Erik Dahlberg, Executive Director – PWM


Big Ideas 2019
May 15th, 2019
Featured Speakers:  Resolute Investment Managers, Inc.: Rebecca Burke, VP, National ETF Sales and Matt Murphy, CFA®, CAIA®, VP, National ETF Sales


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


Financial Conversations to Have at Every Life Stage
April 17th, 2019
Featured Speaker:  Brian Levitt, Senior Investment Strategist, OppenheimerFunds, Inc.


Strategic Social Security: Maximize Your Potential
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 




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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