Baird Wealth Strategies


Past Events


End of Year Tax Planning

Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning

Monday, November 12, 2018

This exclusive webinar featured Tim Steffen, Director of Advanced Planning at Baird. Tim reviewed some of the important factors to consider when looking at your year-end tax and financial planning.

During the call, Tim covered 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 investing 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 2019

Charitable Giving: What You Need to Know

Featured Speaker: Chris Dolan, MBA, CFP®, Financial Planner, Baird

Wednesday, October 17, 2018

No matter the stage of financial planning you’re in, many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.

The charitable giving landscape was altered in a number of ways this past year with the passing of The Tax Cuts and Jobs Act, including lowering individual income tax rates, doubling the standard deduction and nearly doubling the estate tax exemption.

During this timely webinar, Christopher Dolan, MBA, CFP, Financial Planner at Baird, covered what you need to know about the current charitable giving landscape in the United States, what strategies can be implemented when giving, and enhancements made to our Donor Advised Fund options here at Baird.



Medicare: Getting the Most From Your Benefits

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner, Baird

Wednesday, September 19, 2018

How to prepare and plan for Medicare plays a prominent role in your overall financial plan, especially as you plan for retirement.

Baird Senior Financial Planner Brian Ellenbecker discussed the costs and benefits of Medicare plans, as well as how to enroll.

Participants learned more about how to get the most out of their coverage and which choices make financial sense for them

Reviewing Your Life Insurance: Aligning Your Protection With Your Needs

Featured Speaker: Blake Panosh, CLU®, ChFC®, Insurance and Annuity Manager, Baird

Wednesday, August 15, 2018

Insurance plays such an integral role in the completion of your wealth management plan. Whether it’s being used to safeguard against the loss of a valuable income source, protect a business interest, provide estate liquidity or any other specialized applications, insurance is central to meeting your objectives. 

But is your insurance performing at an optimal level or have your needs changed? Not only could a personal change prompt the need for a review, but the insurance industry and its products are constantly evolving with new features shaping today’s market. 

This insightful webinar presentation given by Blake Panosh, Baird’s Insurance and Annuity Manager, discussed:

  • How often should you review your insurance plan
  • Does your current plan meet your needs
  • Are you confident that you're maximizing your coverage while minimizing your premium expenses

Role of the Trustee

Featured Speaker: Victor Schultz, President & Chief Fiduciary Officer, Prairie Financial Group

Wednesday, July 18, 2018

Individuals often are advised to utilize trusts as part of their estate plan. But what are the duties and responsibilities of the "trustee", the one who must administer the trust?  

A "trustee," holds legal title to the property of the trust, often for the benefit of another individual, called a "beneficiary." If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and probity. However, it is also a major responsibility.

This insightful presentation given by Victor Schultz, President & Chief Fiduciary Officer at Prairie Financial Group, discussed estate planning basics - what role does a trust play in someone's estate plan, types of trusts and role of a trustee.

360 Wealth on Baird Online

Featured Speaker: Ryan Zutter, Manager of PWM Technology Solutions, Baird

Wednesday, June 20, 2018

The newest feature now available on Baird Online is called 360 Wealth, a tool that allows you to securely view all of your finances in one place online, providing a complete picture of your net worth and consolidated view of all of your accounts.

360 Wealth also helps you manage your day-to-day finances while keeping you on track to meet your long-term wealth management goals. 

This insightful webinar presentation given by Ryan Zutter, Manager of PWM Technology Solutions at Baird. Ryan discussed the easy steps to get started on 360 Wealth, all of the exciting features this new tool has to offer and how it can help keep you on track for your long-term goals.

Aging in America

Featured Speaker: Brian Petranick, President & CEO, RiseMark Brands
Wednesday, May 16, 2018

The majority of adults, if given the choice, want to live at home as long as possible. However, aging in place requires careful thought and planning. What factors should you be considering as you plan for your golden years? 

This insightful presentation given by a true expert in the aging process, Brian Petranick, CEO of RiseMark Brands. Brian discussed the significant demographic changes on the world’s horizon, what the future looks like for our aging population, how the U.S. is addressing this crisis and what you need to be thinking about as you prepare for you golden years. 

Current Market Outlook

Featured Speaker: Rod Smyth, Director of Investments, RiverFront Investment Group
Wednesday, April 18, 2018

2018 has already been an active, if not turbulent, year in the markets. We’ve seen record highs, substantial losses and everything in between. 

Rod Smyth, Director of Investments for RiverFront Investment Group, gave a Current Market Outlook presentation, covering a variety of timely topics. Rod took attendees through what has happened so far in 2018, what is happening now and what might happen throughout the remainder of the year.

Strategic Social Security: Maximize Your Potential

Featured Speaker: Richard J. Braun, CFP®, ChFC®, CASL®, CLU®, Financial Planner
Wednesday, March 21, 2018

This exclusive webinar with Baird Financial Planner, Rich Braun, discussed Social Security benefits, how they may fit into your retirement planning strategy, and simple strategies you can employ to maximize your benefits.

Implications of Elder Law and Medicaid Planning: What It Means For You

Featured Speaker: Peter J. Walsh, Attorney,  Husch Blackwell LLP
Wednesday, February 21, 2018

The high cost of long-term care, be it at home, in an assisted living facility or a nursing home, is on the minds of many these days. Fortunately, there are options for reducing the financial bite.

Attorney Peter Walsh of Husch Blackwell LLP presented a webinar on an array of planning options, including ways in which insurance products can be used to cover long-term care expenses and the options for using trusts to shelter certain assets from a spend down.

Financial Planning in a Changing Tax Environment: The Tax Cuts & Jobs Act

Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Advanced Planning
Wednesday, January 17, 2018

This exclusive webinar with Baird’s Director of Advanced Planning, Tim Steffen, discussed the final bill that came out of Washington and how it impacts the following:

  • Your income tax situation
  • Estate Planning
  • Education Funding
  • Investment Planning, and more.