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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:

Year-End Planning Strategies

Wednesday, November 20, 2024 from Noon – 1 p.m. (CT)

Year-end is always an opportune time to think about tax and other planning strategies. In this webinar Baird’s Director of Advanced Planning, Tim Steffen, discusses what’s top of mind as it relates to advanced planning. Topics covered include:

  • 2024 tax & legislative updates
  • 2026 tax landscape
  • Charitable giving ideas
  • Roth conversions
  • Managing tax payments
  • Other important year-end reminders

Register Now

 

 

Future Topics:

Check back for 2025 topics.

Registration Information and Past Event Videos

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Nov 05, 2024 Year-End Planning Strategies
Oct 16, 2024 Building a Purposeful Charitable Legacy
Sep 18, 2024 Navigating the Medicare Maze
Apr 17, 2024 Passing the Torch
Feb 21, 2024 Navigating the Social Security Landscape
Jan 17, 2024 All That Matters in 2024 Webinar
Nov 15, 2023 Year-End Tax Planning
Oct 18, 2023 Generational Wealth - Legacy Planning
Aug 16, 2023 Charitable Giving Webinar
Jul 19, 2023 Trust Services
Jun 21, 2023 Social Security
May 17, 2023 Key Factors to Consider When Planning for Retirement.
Apr 19, 2023 A 360 view of 360 Wealth - Organizing Your Finances
Mar 15, 2023 Roth IRA Planning
Jan 18, 2023 2023 Market Outlook
Nov 09, 2022 Year-End Tax Planning 2022
May 18, 2022 Baird's Retirement Guide for Women
Apr 26, 2022 Tax Planning Under the SECURE Act
Mar 16, 2022 Equity Compensation
Feb 16, 2022 A 360 view of 360 Wealth - Organizing Your Finances (2022 Webinar)
Jan 19, 2022 Navigating Tricky Waters with Baird Market Strategist
Nov 17, 2021 2021 Year End Tax Planning
Aug 18, 2021 Social Security 101
Apr 21, 2021 Business Owner Solutions – Transitioning a Business
Mar 18, 2021 The Economy and Your Financial Wellness
Feb 17, 2021 Exploring BairdOnline and 360 Wealth with Tech Solutions
Jan 21, 2021 2021 Market Outlook
Sep 17, 2020 Planning for Families of Children with Special Needs
Jul 15, 2020 Baird Technology Update
Jun 17, 2020 Wealth Transfer and Tax Planning Considerations Under CARES & SECURE Acts
May 20, 2020 Planning for the Small Business Owner – COVID 19 and Beyond
Apr 15, 2020 Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft
Apr 08, 2020 Planning Under the CARES Act & SECURE Act
Mar 18, 2020 Social Security Retirement Benefits for Women
Jan 15, 2020 2020 Market Update
Sep 18, 2019 Leveraging Baird Technology
Aug 21, 2019 Finance for the Greater Good
Jul 17, 2019 100th Anniversary Special – Thoughts and Answers from Baird’s Private Wealth Management Leaders
May 15, 2019 Big Ideas 2019
Apr 17, 2019 Financial Conversations to Have at Every Life Stage
Mar 20, 2019 Strategic Social Security: Maximize Your Potential
Feb 20, 2019 Preserving Your Family Wealth
Jan 16, 2019 Have a Plan – Own the Best