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Randy Stary, CFP®

Director

PHONE: 920-433-7300

TOLL-FREE: 800-711-6134

FAX: 920-437-0456

ADDRESS:  440 S Washington,  Green Bay,  WI  54301

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: Year-End Tax Planning

Date: 11/18/2019 12:00 PM

2018 was a busy year in adjusting to the new tax laws. And while 2019 was relatively quiet in terms of tax law changes, but that doesn’t mean taxpayers should neglect considering year-end tax and financial planning strategies.

Please join us as Baird Senior Financial Planner Brian Ellenbecker highlights different considerations and strategies to keep in mind as you begin to plan for the 2019 tax season.

Register 

Past Events

Topic: Medicare: Getting the Most From Your Benefits

Date: 10/16/2019 12:00 PM

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner, Baird

How to prepare and plan for Medicare plays a prominent role in your overall financial plan, especially as you plan for retirement.

Please join us as Baird Senior Financial Planner Brian Ellenbecker 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