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: Baird Technology Update

Date: 7/15/2020 12:00 PM

Join two of Baird’s technology experts to learn how you can most effectively leverage Baird’s technology to enhance your wealth management experience at Baird. 

Zach Woolever, Technology Solutions Consultant, will be joined by Mike McGarry, Senior Digital Product Manager, who manages Baird Online, for a discussion on the newest Baird technology updates. They will share tools and best practices for how you can leverage all that Baird Online has to offer – in-depth portfolio insights, exchanging information and documents, insight into your total net worth and spending, and value-add services like eBill.

Register for the Webinar 

Past Events

Topic: Wealth Transfer and Tax Planning Considerations Under CARES & SECURE Acts

Date: 6/17/2020 12:00 PM

At Baird, we understand that every client’s comprehensive financial plan is unique and is aided by guidance from not only us as Financial Advisors, but by professionals across the advanced planning industry.

Designed for tax and estate planning professionals, join us for a discussion on the wealth transfer and tax planning considerations now available with the recent passages of the CARES Act and SECURE Act.

Cory Colvin, Baird’s Director of PWM Growth Strategy – Market Director, will moderate a discussion with Kelsey Clair, Baird’s Tax Strategist, and Laura Ames, Baird’s Sr. Estate Planner, as they take a deep dive into these legislative changes and the impact these new rules can have on our client’s financial plan during their lifetime and their wealth transfer plan at death.

Tax and estate planning professionals will learn how to partner with Baird’s Financial Advisors to deliver a coordinated wealth management experience to our clients.

View the Webinar Recording 

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change