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Baird Wealth Strategies (BWS)

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.

Please note dates, times and topics are subject to change.

Upcoming Events

Technology Update (7/15/20)

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.

Insurance / Long Term Care (8/19/20)


Past Events

Wealth Transfer and Tax Planning Considerations under the SECURE and CARES Acts (6/17/20)

Recent legislative changes have created tremendous planning opportunities for our clients. Join Baird’s experts, as we breakdown the most significant aspects of these changes and how these changes may impact your client’s tax situation and wealth transfer planning decisions.

View Recording 


Planning for the Small Business Owner - COVID 19 and Beyond (5/20/20)

We recently sat down with Jason Spitz from our Business Owner Solutions Team to discuss the near-term focus on COVID-19 and how this impacts your business, as well as a variety of topics related to the CARES Act.

Jason was joined by Jaleigh White, Director of High-Net-Worth Solutions and Andy McKay, Business Owner Solutions Managing Director, who discussed integrated business succession planning for business owners beyond COVID-19.

View Recording 


Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft (4/15/20)

​This dynamic presentation 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. Jeff provides quality advice for advisors and their clients to stay safe from fraud along with specific tips and recommendations.

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Planning Under the CARES Act & SECURE Act (4/8/20)

Recent Legislation, through the CARES Act and SECURE Act, and market volatility have created tremendous planning opportunities. 
While silver linings are difficult to see during the pandemic we are living through, there are various financial planning opportunities that you need to consider to position yourself for financial freedom and success. Creating or reviewing your financial plan and understanding your tax situation will provide you with the foundation for evaluating and executing on any one or more of these planning opportunities.

View Recording
 


Social Security for Women (3/18/20)

Happy National Womens Month! Please join us as Baird's Financial Planner, Linda Grant-Smith discusses how Social Security benefits differ for women. Learn what to consider regarding when to file, on whose work record to claim, and if your marital status (Divorced, Widowed, Single, Married) affects your choice.

View Recording

Medicare: Getting the Most From Your Benefits (2/19/20)

Richard Braun, Financial Planner at Baird, discusses the costs and benefits of Medicare plans, as well as how to enroll.
You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.

View Recording
 

2020 Market Update (1/15/20)

Michael Antonelli, Baird’s PWM Market Strategist and author of the popular Bull and Baird blog, will provide his views on the current state of the economy and stock market.

He will highlight the key indicators he pays attention to when examining the market and why, along with some quick notes on what matters and what doesn’t.

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End of Year Tax Planning (11/18/19)

​This exclusive webinar with Baird's Senior Financial Planner, Brian Ellenbecker, will review some of the important factors to consider when looking at your year-end tax and financial planning.

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Medicare - Getting the Most From Your Benefits (10/16/19)

How to prepare and plan for Medicare plays a prominent role in your overall financial plan, especially as you plan for retirement.
Please join us as Baird Senior Financial Planner Brian Ellenbecker discusses the costs and benefits of Medicare plans, as well as how to enroll.
You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.

View Recording

Leveraging Baird Technology (9/18/19)

At Baird, we aim to provide a technology experience that provides deep insight into your financial picture leveraging easy-to-use, intuitive online platforms.

Join Caleb Hutchins, Technology Solutions Consultant at Baird, as he dives into some of the specifics on Baird’s most popular technology platforms. Among the topics Caleb will touch on are:
•The simple enrollment process of Baird Online
•The benefits of 360 Wealth and how it helps to illustrate your complete financial picture
•How to use Secure Document Exchange on Baird Online

View Recording 

Finance for the Greater Good (8/21/19)

John Taft, Vice Chairman of Baird and Katie Schoen, Manager of PWM Equity & Fixed Income Research, recently sat down to discuss some of the opportunities available for those investors interested in aligning their investments with their values. Among the topics John and Katie explored:
• Helping you better understand what Socially Responsible Investing (SRI) is
• Identifying some of the investment solutions available in the SRI space
• How you can incorporate your values into more than just your investments via a values based wealth management approach.

View Recording

100th Anniversary Special - Thoughts and Answers from Baird's PWM Leaders (7/17/19)

In honor of this significant milestone, Baird put together a special Wealth Strategies webinar, giving clients the opportunity to hear from and interact with Baird’s President and Executive Director of the Private Wealth Management business.

View Recording

Big Ideas 2019 - Disruptive Innovation (5/15/19)

Educational series that explores the investment opportunities associated with disruptive innovations such as deep learning, digital wallets, battery cost tipping points, autonomous taxi networks, next generation DNA sequencing, CRISPR, collaborative robots, and 3D printing.

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The Financial Conversations to Have at Every Life Stage (4/17/19)

We will provide insights into how to acquire, protect and distribute wealth, along with expectations for various life stages. Brian will touch on a number of topics, including:
•Getting the Basics Early
•Entering Early Adulthood
•Managing a Family
•Making Big Purchases (Houses, Higher Education, Cars)
•Managing Wealth
•Retiring
•Transferring Wealth

View Recording 

Strategic Social Security: Maximize Your Potential (3/20/19)

Most of all Social Security participants (a mere 90%) are unable to maximize their benefits… and they aren’t even aware! Knowledge is the first step towards unveiling your retirement income potential. So let’s make that step together by joining Rich Braun, one of Baird’s respected Financial Planners, in this informational presentation on strategic Social Security planning.

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Preserving Your Family Wealth (2/20/19)

Senior Estate Planner, Megan Dunham, 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.

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Have a Plan - Own the Best (1/16/19)

A well thought out investment strategy helps ensure investment success. We will outline the key components of developing an effective investment strategy.

Specialized Asset Management (SAM) believes some companies are better than others. We will look at the attributes of great companies and show how ownership
of these kinds of companies can enhance investment success.

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