11/15/23 Year-End Tax Planning
Year-end is always an opportune time to think about tax and other planning strategies. In this webinar Baird’s Senior Tax Strategist, Kelsey Clair, discusses what’s top of mind as it relates to advanced planning. Topics covered include:
- Legislative updates
- 2026 tax landscape
- Charitable giving ideas
- Roth conversions
- Other important year-end reminders
10/18/23 Turkey Talk | Your Recipe to Talk About Wealth with Family
As the holidays approach, we have a special treat in store for your family gathering this year. In this presentation Baird experts share insights that will help you in securing your legacy while strengthening family bonds. This presentation isn’t just about numbers and spreadsheets, it’s about strengthening your family’s financial foundation and creating a secure future together.
9/26/23 Medicare
Medicare Open Enrollment is approaching quickly (Oct. 15th – Dec. 7th), and may be top of mind for many. Additionally, this is for those who are at, or are approaching, Medicare age and are seeking trusted professionals to assist them through enrollment.
In this recording Baird’s Wealth Planner, Toby Prestegaard, and Baird’s Healthcare Partner, Iris Nelson from ClearMatch Medicare, discuss Medicare planning to help you be prepared to navigate Medicare in general, through open enrollment, as well as share common misconceptions and mistakes. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
8/16/23 Charitable Giving
Many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.
Join us for this webinar where Scott Grenier, Manager of Tax & Estate Planning at Baird, and Jonathan Raymon J.D., CAP, CTFA, a Charitable Solutions Strategist at Baird Trust, will cover what you need to know about the possible charitable solutions and what strategies can be implemented when giving.
7/19/23 Trust Services
Will Hobson and Corliss Taylor, Trust Strategists at Baird Trust, will be highlighting key trust solutions that may benefit high-net-worth individuals. With their presentation “Estate Planning: From Beginners to Boomers”, Will and Corliss will be focusing on:
What is Estate Planning:
- Types of estate plans to consider
- Contractual estate planning
- Using trusts in estate plans
SECURE Act and Estate Plans:
- IRAs in estate plans
- Beneficiaries of IRAs in estate plans
- Trusts as beneficiaries in estate plans
6/21/23 Social Security
The Social Security system can greatly benefit one's family by providing a meaningful source of retirement income. However, Social Security can also be one of the most complex government programs to understand. This seminar will cover eligibility of benefits, how benefits are calculated, benefit claiming strategies and the current outlook of Social Security. If you are approaching retirement or are approaching a social security claiming decision, we encourage you to join us.
5/17/23 Retirement Planning
Please join Zach Chamberlain, Wealth Planner at Baird, as he leads an informative discussion of the key factors to consider when planning for retirement.
This webinar will cover:
- Estimating retirement needs
- Understanding resources (Social Security, Employer Plans, etc.)
- Implications of working during retirement
- Tax implications for various retirement resources
4/19/23 A 360 Wealth - Organizing Your Finances
Please join Andy Krogstad & Michelle Dowling from Baird’s Tech Solutions team for an overview of BairdOnline and 360 Wealth. We’ll explore key features and functionality available to you through the online platform.
3/22/23 Roth IRA Planning
This session will address everything you need to know about Roth IRAs – regular contributions, backdoor contributions, conversions, withdrawals, IRAs and 401ks, and all the rules – the 5-year, the other 5-year, the 10-year, the pro rata – plus planning strategies around all of these. Hosted by Tim Steffen, Director of Advanced Planning.
2/15/23 Insurance Planning
This presentation will focus on protecting your assets and wealth management plan so you can remain focused on your long-term goals and aspirations. Whether it’s being used to safeguard against the loss of a valuable income source, protect a business interest, provide estate liquidity or a potential long term care event, insurance planning is central to meeting your objectives. Developing and reviewing your life insurance and long-term care (LTC) plans are critically-important to provide the peace of mind that your wealth management plan is protected.
Join Blake Panosh and Erica Kroll as we discuss the need to safeguard against these potential threats to your portfolio and your wealth management plan.
1/18/23 2023 Market Outlook
Join Baird Investment Strategy Analyst, Ross Mayfield, for an informative discussion on how to prepare for the markets in 2023 with topics including the U.S. labor market, monetary policy changes and more.