The Stenklyft Group*

Sheboygan Office
Phone: (920) 458-5506
Toll Free: (888) 792-5170
Fax: (920) 458-5202
Email Us
Baird
833 Pennsylvania Ave
Suite 202
Sheboygan, WI 53081
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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 Topics:
DateWealth Management Topic

Past Topics:

Interacting With Baird Technology
Featured Speaker: TBA

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Planning For Long Term Care
Featured Speaker: Steven M. Cain, CLTC National Sales Leader, Highland Capital

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Interview Skills Workshop
Featured Speaker: Mark Ferro, SVP, Divisional Sales Manager, Oppenheimer
This exclusive webinar with Mark Farro, Divisional Sales Manager for Oppenheimer Funds, offered countless interview tips and best practices for recent graduates seeking to differentiate themselves in a competitive job market.

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Estate Planning for Digital Assets
Featured Speaker: Rick Holman, J.D., CFP®, CLU®
We recently sat down with Rick Holman, Senior Estate Planner at Baird, to discuss some of the critical factors to consider when drafting a digital estate plan. While you may already have some of your conventional estate planning done. A will drawn up. An executor of your estate named. What about your digital assets? Rick covers many of the reasons why having a digital estate plan is important, as well as some simple steps you can take to begin making those plans.

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Understanding Social Security and Strategies to Maximize Your Benefits
Featured Speaker: Scott Grenier, CFP®, AEP®
This is an exclusive webinar with Baird Senior Estate Planner, Scott Grenier, who will discuss Social Security benefits, how they may fit into retirement planning strategies, and simple strategies to employ to maximize benefits.

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See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit rwbaird.com
* Dates, times and topics are subject to change