Events

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Webinar Recordings Available!

Baird Wealth Strategies Webinar

Planning for the Small Business Owner - COVID 19 and Beyond

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.

We thought you may be interested in viewing a recording of this webinar.

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If you have any questions about this webinar or just general questions about your wealth management plan, feel free to contact us at any time.

Baird Wealth Strategies Webinar

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

We recently sat down with retired FBI Agent Keynote Speaker Jeff Lanza, who led a dynamic presentation that focused on how criminals try to trick us, steal our identities and commit cyber fraud. In his presentation, Jeff demonstrated 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.
 
He outlined easy-to-implement solutions to real world cyber risks.
 
We thought you may be interested in viewing a recording of this webinar.

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If you have any questions about this webinar or just general questions about your wealth management plan, feel free to contact us at any time.


Baird Wealth Strategies Webinar

Planning Under the CARES Act and SECURE Act

The U.S. Congress has passed two separate, highly impactful pieces of legislation in recent months.

The SECURE Act was passed in late 2019 and included a number of changes to our retirement savings laws. In late March, in response to the COVID-19 pandemic, Congress passed the CARES Act aimed at providing tax savings and increased cash flow opportunities for individuals and small businesses.

We recently sat down with Linda Grant-Smith, Regional Financial Planner at Baird, and Scott Grenier, Manager – Financial & Estate Planning at Baird, to cover the significant changes brought about in these new laws, how these changes may impact your financial plan and what other planning opportunities may now exist as a result.

We thought you may be interested in viewing a recording of this webinar.

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If you have any questions about this webinar or just general questions about your wealth management plan, feel free to contact us at any time.

BAIRD HIGHLIGHTS