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 Learn - Lincoln MoneyGuard Long Term Care Insurance

Please join us for lunch on February 20 to learn more about long term care insurance and Lincoln Financial Group's Hybrid Long Term Care funding solution, MoneyGuard.  MoneyGuard is a universal life insurance policy with a long term care insurance rider.  It offers long term care benefits if needed and life insurance death benefits if you do not.

Date: Thursday, February 20, 2020
Time: 12:00 -1:00 p.m.
Location: Raleigh Baird Office - 3600 Glenwood Avenue, Suite 200

Please RSVP to Judie Meriweather at 919-789-5962 or

Lunch and Learns

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