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: |
All That Matters in 2025
Wednesday, January 15, 2025 from Noon - 1:00 p.m. (CT)
Join Mike Antonelli and Ross Mayfield as they discuss exactly what you need to know to invest in 2025.
They will talk about key things they're watching in the stock market, how changes to tariff and immigration policy might impact the economic outlook, and what investors need to know after back-to-back years of 20%+ in the stock market.
You won't want to miss this one!
Speakers:
Mike Antonelli, CFP®, CPWA®, CIMA®
PWM Market Strategist, Baird
Ross Mayfield, CFA®
Investment Strategist, Baird
Future Topics: |
- 3/19/25 Business Owners
- 6/18/25 Social Security
- 7/16/25 Estate Planning
- 8/20/25 Cybersecurity/Identity Theft
- 9/17/25 Charitable Giving
- 10/15/25 Medicare
- 11/19/25 Year-End Planning Strategies