Baird Wealth Strategies

Register for Our Next Event


Featured Speaker: Scott Grenier, CFP®, CLU®, ChFC®
Wednesday, October 19, 2016
Noon – 1 p.m., Central Time
(10 a.m. Pacific, 11 a.m. Mountain, 1:00 p.m. Eastern)

Join us for this exclusive webinar with Baird Senior Estate Planner Scott Grenier, who will sort through the complexity of charitable giving. If you are approaching a stage in life where you would like to make charitable contributions that will positively impact your community or specific causes that are meaningful to you and your family, this presentation will cover charitable giving strategies and the potential tax and financial planning benefits.

Register Here


Past Events

Planning & Saving for College – An Insider’s View

Featured Speaker: Susie Bauer, Senior Vice President, Baird 529/UIT Manager and Tyler Thom, Lead Admissions Advisor, University of Wisconsin-Milwaukee
Length: 50:16
Date of Webinar: Wednesday, September 21, 2016

Eighty percent of American adults feel a college education is more important today than it was 10 years ago. However, 66% also say that affording college is more difficult now, so having a college saving strategy is more important now than at any time before.

Susie Bauer, 529/UIT Manager at Baird, along with Tyler Thom, Lead Admissions Advisor, from the University of Wisconsin-Milwaukee, covered a variety of topics in this webinar

  • Power and importance of college
  • Price tag of college and how families pay for it
  • Overview of 529 college savings plans and financial aid

Aging and its Financial Implications: Planning for Housing

Featured Speaker: Bill Stetka, National Sales Manager at Legg Mason
Length: 56:33
Date of Webinar: August 17, 2016

Did you know that on average, 36% of an individual’s income goes towards housing as they surpass age 75 (even though they likely own a mortgage-free home)? Are you prepared for those expenses?

Bill Stetka, National Sales Manager at Legg Mason, presented this award-winning program entitled “Aging and its Financial Implications: Planning for Housing,” produced in collaboration with Johns Hopkins and their Center for Innovative Care in Aging, offered insight on:

  • current housing options in retirement

  • the associated costs with retirement housing

  • how to evaluate which options are the best for you

Get the Most from Your iPad and iPhone

Featured Speaker: Dennis Weishan, Technology Solutions Director
Length: 1:01:11
Date of Webinar: July 20, 2016

During this presentation, Baird PWM Technology Solutions Director Dennis Weishan, highlighted some of the many ways you can make the best use of your iPads and iPhones, including:

  • how to use the iCloud
  • understanding Siri’s capabilities
  • identifying some of the best apps for business and leisure
  • what Apple Pay is and how can you leverage it
  • which beneficial resources are available for use alongside your iPad or iPhone

Developing a Financial Plan at Each Life Stage

Featured Speaker: Rick Holman, J.D., CFP®, CLU®
Length: 57:03
Date of Webinar: June 15, 2016

During this presentation, Rick discussed some of the key topics involved in developing a personalized financial and estate plans, including:
• Recognizing financial issues that arise through the years;
• General ideas for addressing financial decisions; and
• Balancing different – and occasionally competing – financial objectives.

Preserving Family Wealth: An Overview of Estate and Wealth Transfer Planning

Featured Speaker: Scott Grenier, CFP®, AEP®, Senior Estate Planner
Length: 1:04:13
Date of Webinar: May 18, 2016

Senior Estate Planner Scott Grenier, discussed some of the key options available to individuals who are in the process of putting together a comprehensive estate plan. Whether you have an existing plan that needs work or are just beginning the process, this presentation covered some of the key topics you need to be aware of regarding estate planning and wealth transfer planning.

Understanding Medicare Benefits

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®
Length: 1:23:51
Date of Webinar: April 20, 2016

Baird Senior Financial Planner, Brian Ellenbecker discussed Medicare plan benefits and how Medicare may fit into your broader retirement planning strategy. This information is useful to anyone thinking about, planning for or already in retirement.

Understanding Social Security Retirement Benefits

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®
Length: 1:21:01
Date of Webinar: March 16, 2016

Baird Senior Financial Planner, Brian Ellenbecker, discussed Social Security benefits and how they may fit into your retirement planning strategy.