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: Social Security Retirement Benefits for Women

Date: 3/18/2020 12:00 PM

With March being National Women’s Month, this is great time to discuss Social Security Retirement Benefits for Women. Please join us as Linda Grant-Smith, Regional Financial Planner at Baird, discusses some of the considerations women should make when planning for Social Security.

Throughout the webinar, Linda will touch on a variety of topics, including:
  • Determining your benefit amount
  • When to start taking benefits
  • Spousal benefits
    • Surviving spouse benefits
    • Ex-spouse benefits
  • High-level Social Security outlook

Past Events

Topic: Medicare: Getting the Most From Your Benefits

Date: 2/19/2020 12:00 PM

Please join us as Richard Braun, Financial Planner at Baird, 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.

View Recording 

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change