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  

2020 Holiday Open House

Please join us to kick-off the New Year with your Baird colleagues and friends.  Food and drinks will be provided.

Date: Thursday, January 16, 2020
Time: 4:30-7:00 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