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: |
Digital Defense: Safeguarding Your Identity and Finances
Wednesday, August 20, 2025
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
In 2024, the Federal Trade Commission reported more than $12.7 billion in losses due to identity theft and related fraud. As your life becomes increasingly digital, protecting personal and financial information is more critical than ever.
Join us for August’s webinar, where our cybersecurity and identity theft protection experts will cover:
- Common scams targeting individuals and families
- Elder fraud – and how to help loved ones stay safe
- Identity theft prevention strategies
- Everyday cybersecurity tips
- How Baird safeguards your information
Whether you’re managing your own finances or helping others navigate theirs, this session will equip you with the tools you need to stay informed and protected.
Future Topics: |
- 9/17/25 Charitable Giving
- 10/15/25 Medicare
- 11/19/25 Year-End Planning Strategies