Baird Wealth Strategies

A monthly online seminar series hosted by Baird experts, designed to provide you with education and insights on timely wealth management strategies. 
To view upcoming webinars and replays: Click Here

Lunch and Learns

Please join us for an educational and interactive seminar on updates to Medicare and new options.  The presenter, Mike Kalsched, is the owner of the Morsched Corporation.  Mike will explain the basics of Medicare as well as the Lasso Medicare Advantage option and the High Deductible Plan G supplement option.  Both of these options were introduced within the past two years.

Topic: Medicare Basics and Beyond
Date: Tuesday, October 1, 2019
Time: Noon- 1:00pm
RSVP: Emily Finch at or 919-789-5988

Please let us know if you would be interested in making a presentation as part of our series, or if you would like more information from any of our past presenters:

  • Mary Anne Majerus Lambert of Pax World Funds: Invest in Women
  • Susan Stanhope of Moving with Ease: Calming the Paper Chaos
  • Emily Parks of Organize for Success, LLC: Put More Wow in Getting Work Done
  • Nimasheena Burns, MPA, CFSW of North Carolina Department of Justice: Scams and Identity Theft: How to Protect Your Good Name
  • Barry Mowbray of Seniors Health Insurance Information Program, a division of the NC Department of Insurance: Understanding Medicare
  • Kimberly Swintosky of Smith Anderson: Estate Planning
  • Sandra Birckhead, Lean Team Management Consulting: What’s Holding you Back from the Life You Really Want
  • Dennis Wieshan of Robert W. Baird & Co.: Increase your iPad IQ
  • Gwen Vass, CPA,CFE of Williams Overman Pierce, LLP: Fraud and Internal Controls
  • Manju Karkare, RD of Nutritionally Yours: Superfoods
  • Sue Haberberger, J.D., Young Moore and Henderson: Top 10 New Year's Estate Planning Resolutions

Investment Seminars included:

  • Rod Smyth of RiverFront Investment Group: Investing in a Zero Interest Rate Environment
  • Michael Graci, AIF,ARPC of Blackrock: Securing Your Retirement
  • John Carew of Tandem Investment Advisors: The Power of Rising Dividends
  • Garrett Oakley, CPA, CFP®, Assistant Vice President and Regional Financial Planner at Baird: Social Security and the Changes Under The Bipartisan Budget Act of 2015
  • Jim Martin of RiverFront Investment Group: Quarter at a Glance