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  • Future Events
  • November 18, 2020 - End of Year Tax Planning

*Dates and topics subject to change.

Past Events

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Tax and Wealth Transfer Planning in an Uncertain Time

Wednesday, October 21, 2020

The upcoming election brings greater uncertainty over the future of income tax and wealth transfer tax systems. Baird experts Kelsey Clair, Tax Strategist and Gail Freeman, Sr. Estate Planner, discussed year end planning strategies that you may want to consider implementing regardless of any future tax law changes, as well as to understand how future tax law changes could impact planning in 2020.


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Planning for Families of Children with Special Needs

Wednesday, September 16, 2020

An entire family is impacted when a child or loved one has special needs or disabilities. In many cases, specialized planning is needed to navigate its impact on a family’s financial plan.

In this webinar, Linda Grant-Smith, Regional Financial Planner at Baird, and Matt Stagner, Senior Special Needs Financial Consultant at Voya, will discuss four areas of impact when navigating the family's future:

  • family assets and planning,
  • government benefits,
  • employer benefits and
  • legal planning
Baird Technology Update

Wednesday, July 15, 2020

Join two of Baird’s technology experts to learn how you can most effectively leverage Baird’s technology to enhance your wealth management experience at Baird.

Zach Woolever, Technology Solutions Consultant, will be joined by Mike McGarry, Senior Digital Product Manager, who manages Baird Online, for a discussion on the newest Baird technology updates. They will share tools and best practices for how you can leverage all that Baird Online has to offer – in-depth portfolio insights, exchanging information and documents, insight into your total net worth and spending, and value-add services like eBill.

Wealth Transfer and Tax Planning Considerations Under CARES and SECURE Acts
Wealth Transfer and Tax Planning Considerations Under CARES & SECURE Acts

Wednesday, June 17, 2020 

Designed for tax and estate planning professionals, this discussion focused on the wealth transfer and tax planning considerations now available with the recent passages of the CARES Act and SECURE Act.

Cory Colvin, Baird’s Director of PWM Growth Strategy – Market Director, moderated a discussion with Kelsey Clair, Baird’s Tax Strategist, and Laura Ames, Baird’s Sr. Estate Planner, as they took a deep dive into these legislative changes and the impact these new rules can have on a client’s financial plan during their lifetime and their wealth transfer plan at death.

Tax and estate planning professionals will learn how to partner with Baird’s Financial Advisors to deliver a coordinated wealth management experience to our clients.

Planning for the Small Business Owner – COVID 19 and Beyond

Wednesday, May 20, 2020 

Jason Spitz from our Business Owner Solutions Team discussed the near term focus on COVID-19 and how this impacts your business. Jason gave an update on a variety of things from the CARES Act to cost reduction opportunities.

In addition, Jaleigh White, Director of High-Net-Worth Solutions and Andy McKay, Business Owner Solutions Managing Director, will discussed integrated business succession planning for business owners beyond COVID-19.

Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft

Password: Baird123

Featured Speaker: Jeff Lanza, Retired FBI Agent

Wednesday, April 15, 2020 

Retired FBI Agent Keynote Speaker Jeff Lanza leads a dynamic presentation that focuses on how criminals try to trick us, steal our identities and commit cyber fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society.

Jeff provides easy to implement solutions to real world cyber risks. He explains what to watch for and where not to click, as well as provides tips and recommendations on how to safeguard against fraud.

Planning Under the CARES Act & SECURE Act

Featured Speaker: Linda Grant-Smith, Regional Financial Planner, Baird and Scott Grenier, Manager – Financial and Estate Planning, Baird

Wednesday, April 8, 2020 

Recent Legislation, through the CARES Act and SECURE Act, and market volatility have created tremendous planning opportunities.

While silver linings are difficult to see during the pandemic we are living through, there are various financial planning opportunities that you need to consider to position yourself for financial freedom and success. Creating or reviewing your financial plan and understanding your tax situation will provide you with the foundation for evaluating and executing on any one or more of these planning opportunities.

Social Security Retirement Benefits for Women

Featured Speaker: Linda Grant-Smith, Regional Financial Planner, Baird

Wednesday, March 18, 2020

With March being National Women's Month, this was great time to discuss Social Security Retirement Benefits for Women. Linda Grant-Smith, Regional Financial Planner at Baird, discussed some of the considerations women should make when planning for Social Security.

Throughout the webinar, Linda touched on a variety of topics, including:

    • Determining your benefit amount
    • When to start taking benefits
    • Spousal benefits: Surviving spouse benefits | Ex-spouse benefits
    • High-level Social Security outlook
Medicare: Getting the Most From Your Benefits

Featured Speaker: Richard Braun, Financial Planner, Baird

Wednesday, February 19, 2020

Richard Braun, Financial Planner at Baird, discussed the costs and benefits of Medicare plans, as well as how to enroll.  Learn more about how you can get the most out of your coverage and which choices make financial sense for you.

2020 Market Update

Featured Speaker: Mike Antonelli, PWM Market Strategist, Baird

Wednesday, January 15, 2020 

Michael Antonelli, Baird’s PWM Market Strategist and author of the popular Bull and Baird blog, provided his views on the current state of the economy and stock market. He will highlighted the key indicators he pays attention to when examining the market and why, along with some quick notes on what matters and what doesn’t.

Year-End Tax Planning

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

Monday, November 18, 2019

2018 was a busy year in adjusting to the new tax laws. And while 2019 was relatively quiet in terms of tax law changes, but that doesn’t mean taxpayers should neglect considering year-end tax and financial planning strategies.

Baird's Senior Financial Planner Brian Ellenbecker highlighted different considerations and strategies to keep in mind as you begin to plan for the 2019 tax season.

Medicare: Getting the Most From Your Benefits

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

Wednesday, October 16, 2019

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

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

Learn more about how you can get the most out of your coverage and which choices make financial sense for you.

Leveraging Baird Technology

Featured Speaker: Caleb Hutchins, Technology Solutions Consultant, Baird

Wednesday, September 18, 2019

At Baird, we aim to provide a technology experience that provides deep insight into your financial picture leveraging easy-to-use, intuitive online platforms.

Caleb Hutchins, Technology Solutions Consultant at Baird, discussed some of the specifics on Baird’s most popular technology platforms.

Among the topics Caleb touched on were:

  • The simple enrollment process of Baird Online
  • The benefits of 360 Wealth and how it helps to illustrate your complete financial picture
  • How to use Secure Document Exchange on Baird Online
Finance for the Greater Good

Wednesday, August 21, 2019

Featured Speakers: 
John Taft, Vice Chairman of Baird and Katie Schoen, Manager of PWM Equity & Fixed Income Research

John Taft and Katie Schoen discussed some of the opportunities available for those investors interested in aligning their investments with their values.

Among the topics John and Katie explored:

  • Helping you better understand what Socially Responsible Investing (SRI) is
  • Identifying some of the investment solutions available in the SRI space
  • How you can incorporate your values into more than just your investments via a values based wealth management approach
100th Anniversary Special – Thoughts and Answers from Baird’s Private Wealth Management Leaders

Wednesday, July 17, 2019

This year, we’re celebrating our 100th Anniversary at Baird. Since 1919, we’ve operated under one guiding principle: Clients come first.

In honor of this significant milestone, we wanted to put together a special Wealth Strategies  webinar, giving you the opportunity to hear from and interact with Baird’s President and Executive Director of the Private Wealth Management business.

Mike Schroeder, President – PWM, and Erik Dahlberg, Executive Director – PWM, provided an engaging discussion on a wide range of topics including:

  • Brief highlights of Baird’s history
  • What Baird’s future might look like
  • Direction of the Wealth Management industry
  • Q&A session (via webinar)
Big Ideas 2019

Featured Speaker: Resolute Investment Managers, Inc.: Rebecca Burke, VP, National ETF Sales and Matt Murphy, CFA®, CAIA®, VP, National ETF Sales

Wednesday, May 15, 2019

To illustrate the impact of innovation and excite investors about the opportunities they present, each year ARK Invest publishes "Big Ideas," a selection of ARK’s research highlighting the technological breakthroughs that will advance significantly over the coming year.

This educational webinar explores the investment opportunities associated with disruptive innovations such as deep learning, digital wallets, battery cost tipping points, autonomous taxi networks, next generation DNA sequencing, CRISPR, collaborative robots, and 3D printing.

Financial Conversations to Have at Every Life Stage

Featured Speaker: Brian Levitt, Senior Investment Strategist, OppenheimerFunds, Inc.

Wednesday, April 17, 2019

This exclusive webinar with Brian Levitt, Senior Investment Strategist at OppenheimerFunds, covered the different financial planning conversations to have at every life stage.

Strategic Social Security: Maximize Your Potential

Featured Speaker: Richard J. Braun CFP®, ChFC®, CASL®, CLU®, Financial Planner

Wednesday, March 20, 2019

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.

Preserving Your Family Wealth

Featured Speaker: Megan Dunham, Senior Estate Planner, Baird

Wednesday, February 20, 2019

This webinar with Senior Estate Planner Megan Dunham provided a brief update on recent estate tax law changes, and discussed why it may be an important time to review your baseline estate planning documents, or create a comprehensive plan for the first time.

Megan covered key topics you should be aware of to make sure that your plan best fits your family and effectively (and efficiently) accomplishes your goals.

Have a Plan – Own the Best

Featured Speakers: Randy McLaughlin, CFA SAM Managing Director and Portfolio Manager and Brenda Hutchinson, CFA SAM Director and Portfolio Manager

Wednesday, January 16, 2019

A well-thought-out investment strategy helps ensure investment success. This exclusive webinar with Randy McLaughlin and Brenda Hutchinson, Baird's Specialized Asset Management (SAM) Portfolio Managers, discussed the key components of developing an effective investment strategy.

SAM believes some companies are better than others. The speakers looked at the attributes of great companies and showed how ownership of these kinds of companies can enhance investment success.

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