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: Strategic Social Security: Maximize Your Potential

Date: 3/20/2019 12:00 PM

You're invited to join us for this exclusive webinar with Baird Financial Planner, Rich Braun, who will discuss Social Security benefits, how they may fit into your retirement planning strategy, and simple strategies you can employ to maximize your benefits.


Past Events

Topic: Preserving Your Family Wealth

Date: 2/20/2019 12:00 PM

Featured Speaker: Megan Dunham, Senior Estate Planner, Baird

Join us for a webinar with Senior Estate Planner, Megan Dunham, who will provide a brief update on recent estate tax law changes, and discuss why it may be an important time to review your baseline estate planning documents, or create a comprehensive plan for the first time.

Megan will cover key topics you should be aware of to make sure that your plan best fits your family and effectively (and efficiently) accomplishes your goals.

View Recording 

See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit

* Dates, times and topics are subject to change