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


Past Events

Topic: Baird’s Retirement Guide for Women

Date: 5/18/2022 12:00 PM

While financial goals are generally similar regardless of gender, we know that women often face unique challenges that make retirement planning different.

Join Heather Osborn and Amanda Ignasiak as we discuss some of these factors and, more importantly, what you can do about it.

Register for the Webinar Here  (Password: BWS123)

About the Speakers:

Heather Osborn manages the Financial Planning team at Baird. She is a CFP® professional who works as an extended member of your Financial Advisor’s team, providing expertise on challenges affecting high-net worth clients.

 

Amanda Ignasiak partners with advisors to create strategic marketing and communication plans that help them tell their unique story and build, brand and market their business. 

She is passionate about educating and advocating for women.  She has been instrumental in crafting the strategy of several of Baird women’s initiatives that aim to create awareness of impact women have on financial decisions.

Topic: Tax Planning Under the SECURE Act

Date: 4/26/2022 3:05 pm

Webinar Recording Available!
Baird Wealth Strategies Webinar

Tax Planning Under the SECURE Act
           

The Secure Act of 2019 changed the way retirement accounts are funded, distributed and passed to the next generation. In this session, Tim and Scott went through the key provisions of the Act, including the most recent IRS announcement, and reviewed ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.


View the Webinar Recording 

About the Speakers:

Tim Steffen originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Financial & Estate Planning for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change

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