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 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: 100th Anniversary Special - Thoughts and Answers from Baird's PWM Leaders
Date: 7/17/19 @ 12pm CST

Join Mike Schroeder, President – PWM, and Erik Dahlberg, Executive Director – PWM, for an engaging discussion on a wide range of topics including:
  • Brief highlights of Baird’s history
  • What Baird’s future might look like
  • Direction of the Wealth Management industry
  • Q&A session (via webinar)

Past Events

Topic: Big Ideas 2019 - Disruptive Innovation

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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Topic: The Financial Conversations to Have at Every Life Stage
Date: 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
•Transferring Wealth

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Strategic Social Security: Maximize Your Potential

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
Date: 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

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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End of Year Tax Planning

Tim Steffen, Director of Advanced Planning, will review some of the important factors to consider when looking at your year-end tax and financial planning.

During the call, Tim will cover a number of topics, including:
•The key provisions of the Tax Cuts & Jobs Act, plus any other significant changes or rulings that took effect in 2018
•Year-end tax and financial planning strategies to help you manage your tax liability
•A look at the impact of the mid-term elections and what could be coming in

View Recording