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: Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft

Date: 04/15/2020 12:00 PM

Retired FBI Agent Keynote Speaker Jeff Lanza leads a dynamic presentation that focuses on how criminals try to trick us, steal our identities and commit cyber fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society.

Jeff provides easy to implement solutions to real world cyber risks. He explains what to watch for and where not to click, as well as provides tips and recommendations on how to safeguard against fraud.

Register for the Webinar 

Topic: SECURE Act Explained

Date: 04/08/2020 12:00 PM

The SECURE Act was passed in late 2019 by Congress and included a number of changes to our retirement savings laws.

While there are a few positives retirement savers can take advantage of with the passing of the SECURE Act, there are some negative ramifications some might feel, depending on their situation, including the loss of the RMD stretch for most non-spousal beneficiaries.

Linda Grant-Smith, Baird Regional Financial Planner, and Scott Grenier, Manager of Baird’s Financial and Estate Planning team, will cover the significant changes brought about in the new law and how those changes might impact your financial plan.

Register for the Webinar Here 

About the Speakers:

Linda is a Regional Financial Planner at Baird having joined the firm July of 2017. Possessing a unique balance of compassion and wisdom, allows her to guide and support those around her. Linda’s story-like approach to Financial Planning is what sets her apart from the rest of the field. As a CFP®, she caters to all clients through her creation of visual, calculated, and proactive plans. These plans serve as a compass through the territory of taxation, investments, insurances, health care, education, final wishes, and anything else falling under the broad scope of personal finances.

Linda earned her BA from Wesleyan University in Russian Studies with a concentration in teaching, holds the Certified Financial Planner® designation, Certified Private Wealth Advisor® Certification and received a Certificate in Business Succession Planning from the American College. She currently holds the series 7, 66, 63, 51, 26, 24, life, health, annuity and property and casualty insurance licenses.

Scott Grenier joined Baird in 2010. Scott is currently a Financial and Estate Planner for Baird’s Private Wealth Management Group.

Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high net worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.

Scott graduated from Hamilton College with a bachelors degree in Economics and earned a Master of Science in Financial Services Degree from The American College. Scott is an Accredited Estate Planner through the National Association of Estate Planning & Councils and is a CFP® Professional, CPWA®, CLU and ChFC.

Past Events

Topic: Social Security Retirement Benefits for Women

Date: 3/18/2020 12:00 PM

With March being National Women’s Month, this is great time to discuss Social Security Retirement Benefits for Women. Please join us as Linda Grant-Smith, Regional Financial Planner at Baird, discusses some of the considerations women should make when planning for Social Security.

Throughout the webinar, Linda will touch on a variety of topics, including:
  • Determining your benefit amount
  • When to start taking benefits
  • Spousal benefits
    • Surviving spouse benefits
    • Ex-spouse benefits
  • High-level Social Security outlook
View Recording 

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change