Wealth Strategies
View video from past events.
SECURE Act Explained
Featured Speaker: Linda Grant-Smith, Regional Financial Planner, Baird and Scott Grenier, Manager – Financial and Estate Planning, Baird
Wednesday, April 8, 2020
Noon – 1:00 p.m. (CT)
(10 a.m. Pacific, 11 a.m. Mountain, 1:00 p.m. Eastern)
The SECURE Act was passed in late 2019 by Congress and included a number of changes to our retirement savings laws.
While there are a few positives retirement savers can take advantage of with the passing of the SECURE Act, there are some negative ramifications some might feel, depending on their situation, including the loss of the RMD stretch for most non-spousal beneficiaries.
Linda Grant-Smith, Baird Regional Financial Planner, and Scott Grenier, Manager of Baird’s Financial and Estate Planning team, will cover the significant changes brought about in the new law and how those changes might impact your financial plan.
Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft
Featured Speaker: Jeff Lanza, Retired FBI Agent
Wednesday, April 15, 2020
Noon – 1:00 p.m. (CT)
(10 a.m. Pacific, 11 a.m. Mountain, 1:00 p.m. Eastern)
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.
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Future Events
- April 8, 2020 - SECURE Act Explained
- April 15, 2020 - Identity Theft
- May 20, 2020 - Estate Planning
- June 17, 2020 - Medicare
- August 19, 2020 - Insurance / Long Term Care
- September 16, 2020 - Technology Update
- October 21, 2020 - Social Security
- November 18, 2020 - End of Year Tax Planning
*Dates and topics subject to change.
Past Events
NOTE: For best experience please view videos in Google Chrome.
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.