Baird Wealth Strategies

Check back for 2018 event listing.


Past Events


Year-End Tax & Financial Planning Strategies

Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Advanced Planning
Tuesday, November 14, 2017

This exclusive webinar with Baird’s Director of Advanced Planning, Tim Steffen, reviewed some of the important factors to consider when looking at your year-end tax and financial planning. During the webinar, Tim covered a number of topics, including:

  • Any significant law changes and IRS rulings for 2017
  • Year-end investing and financial planning strategies to help you manage your tax liability
  • A look ahead to what could happen in 2018.

Bull & Baird

Featured Speaker: Michael Antonelli, Managing Director
Wednesday, October 18, 2017

This exclusive webinar with Mike Antonelli, author of the nationally acclaimed blog Bull and Baird, discussed the latest market trends with a dose of humor and wit.



Understanding Medicare Benefits

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®, Senior Financial Planner
Wednesday, September 20, 2017

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

Financial Literacy

Featured Speaker: Brian Levitt, Senior Investment Strategist - OppenheimerFunds
Wednesday, August 16, 2017

This exclusive webinar with Brian Levitt, Senior Investment Strategist at OppenheimerFunds, was an informative session based around Financial Literacy.

Financial Literacy provided guidance on how to acquire, protect, and distribute wealth while providing a framework for what to expect at each stage of your life. Webinar participants learned about what to do with their money in order to live a more secure and stable life.

 

Interacting with Baird Technology

Wednesday, July 19,  2017

This webinar reviewed the most highly used Baird Online and Digital capabilities that you can leverage to enhance the relationship with your Baird Financial Advisor.

As a Baird client, you're able to access Baird Online, our secure website that provides you with 24/7 electronic access to your portfolio at a glance, account balances, positions details, Baird research on more than 500 companies, and important communications like statements, confirmations and tax documents.

The webinar reviewed the basics for navigating many of the great features, creating custom views and account groups that fit your unique needs, and full functionality that you have access to anywhere, anytime.

  • Learn how to register and setup e-Delivery preferences
  • Receive and electronically sign pertinent documents online
  • Subscribe to social media outlets for Baird updates

Additionally, information security is a top priority at Baird. We understand that protecting your personal and account information is an essential part of our commitment to our clients.  Learn more about:

  • Exchanging information securely with your Financial Advisor
  • How to safely share your accounts with others while keeping your credentials safe
  • Upcoming enhancements to our security technology (multi-factor authentication)

Lastly, the PWM Technology experts at Baird sharee what you can expect in the future as we further build out our Online Client and Digital experience

 

Solving the Long-Term Care Puzzle

Featured Speaker: Steve Cain, Executive Vice President, National Sales Leader, LTCI Partners, LLC
Wednesday, June 21,  2017

This exclusive webinar with Steve Cain, Executive VP, National Sales Leader at LTCI Partners, LLC, provided an informative session, covering a number of topics on Long-Term Care, including:

  • Planning for healthcare in retirement
  • An overview of insurance solutions
  • Self-insuring vs. insuring
  • Designing the right plan
  • Q&A

 

Interviewing Workshop: Preparing the Right Way

Featured Speaker: Mark Ferro, Senior Vice President, Divisional Sales Manager, Oppenheimer Funds
Wednesday, May 17, 2017

This exclusive webinar with Mark Farro, Divisional Sales Manager for Oppenheimer Funds, offered countless interview tips and best practices for recent graduates seeking to differentiate themselves in a competitive job market.



The Caregiver’s Guide to Financial Planning in the Shadow of Dementia

Featured Speaker: Chris McGovern CFS®, CLU®, ChFC®  AEP® Director for Advanced Markets
Wednesday, April 19, 2017

This his exclusive webinar with Chris McGovern, Director for Advanced Markets, discussed some of the challenges and complexities those individuals who are caring for a loved one with dementia or Alzheimer’s face.

 

Understanding Social Security and Strategies to Maximize Your Benefits

Featured Speaker: Scott Grenier CFP®, AEP®  
Wednesday, March 15, 2017

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



Estate Planning for Digital Assets

Featured Speaker: Rick Holman, J.D., CFP®, CLU®
Wednesday, February 15, 2017
Length: 57:25

This exclusive webinar with Rick Holman, Senior Estate Planner at Baird, discussed some of the factors to consider when drafting a digital estate plan.

You may already have some of your conventional estate planning done. A will drawn up. An executor of your estate named. But what about your digital assets? Rick explained why having a digital estate plan is important, as well as some simple steps you can take to begin making those plans.




How Criminals Get Our Information and What We Can Do To Stop Them

Featured Speaker: Jeff Lanza, Retired FBI Agent
Wednesday, January 18, 2017 
Length: 1:03:21

This exclusive webinar with Jeff Lanza, retired FBI agent, discussed the dangers of identity theft, focusing on how criminals steal identities and commit cyber fraud. The presentation covered a number of topics, including:

  • The plethora of scams and theft pervasive in society 
  • Simple steps individuals can take to keep their identities safe
  • Real life examples of fraud and how they can be avoided

 

Year-End Tax and Financial Planning Strategies

Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Financial Planning
Wednesday, December 7, 2016
Length: 59:53

Tim Steffen, Director of Financial Planning at Baird, discussed some of the important considerations to take into account when looking at your year-end tax and financial planning. During the call, Tim covered a number of penetrating topics, including

  • Any significant law changes and IRS rulings for 2016
  • Year-end investing and financial planning strategies to help you manage your tax liability
  • A look ahead to what could happen in 2017, including some commentary on what a Donald Trump presidency may bring

 

Understanding Medicare Benefits

Featured Speaker: Brian Ellenbecker, CFP®, CPWA®, CIMA®
Wednesday, November 16, 2016
Length: 1:09:40

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

 

Philanthropy: Charitable Giving for Us All

Featured Speaker: Scott Grenier, CFP®, CLU®, ChFC®
Wednesday, October 19, 2016
Length: 55:34

This exclusive webinar with Baird Senior Estate Planner Scott Grenier, sorted 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, you will find this presentation covering charitable giving strategies and the potential tax and financial planning benefits to be informative.

 

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.