Wealth Strategies
The Baird Wealth Strategies Client Educational Series is a monthly webinar designed to supplement the experience you deliver to your clients and prospects by offering them live education and insights on timely wealth management topics.
Next Webinar: |
Plan Your Legacy: The Essentials of Estate Planning
July 16, 2025 from Noon - 1:00 p.m. (CT)
Your estate plan is more than just an efficient and effective transfer of assets - it's a way to care for your loved ones after you've passed. Whether you want to plan for inheritances or set up a charitable trust to benefit an organization you care about, estate planning is a crucial part of your legacy.
In this Baird Wealth Strategies call, our team of experts will guide us from the basics of titling assets and designating beneficiaries all the way to potential legislation and tax implications that may impact your estate plan. Regardless of where you are on your estate planning journey, you won’t want to miss this!
Speakers:
Jessica Bell, JD, CPWA®, CEPA®
Senior Estate Planner
Darrian Hornedo, JD
Estate Planner
Future Topics: |
- 8/20/25 Cybersecurity/Identity Theft
- 9/17/25 Charitable Giving
- 10/15/25 Medicare
- 11/19/25 Year-End Planning Strategies