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Past Events

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<span>&#160;</span>What You Need to Know About the Proposed Tax Law Changes

 What You Need to Know About the Proposed Tax Law Changes

In light of the proposed tax law changes, there are short-term and long-term impacts that most investors should consider. An overview of the more impactful policies within the proposed tax law changes, as well as strategies you may consider implementing now to minimize the impact of these changes.

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Education Funding

Education Funding

COVID-19 pandemic has had a pronounced impact on is the area of education. Students are learning in different ways and online and virtual education has never been more prominent. Baird discusses how the current pandemic could affect the college experience, college costs and education planning going forward.

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Business Owner Solutions - Transitioning a Business

Business Owner Solutions - Transitioning a Business

Critical issues that business owners face during a transition and guidance on the basics.

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The Economy and Your Financial Wellness

The Economy and Your Financial Wellness

 A high-level discussion on key economic factors, how they impact your financial wellness and strategies you can implement to stay focused on your personal financial plan. Password: Baird1919

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Exploring BairdOnline And 360 Wealth

Exploring BairdOnline And 360 Wealth

explore key features and functionality available to you through the online platform.

  • 360 Wealth and Planning
  • E-Delivery Preferences
  • Secure Document Exchange
  • Online Security
  • Account Performance
  • Account Sharing
  • Account Nicknames
  • Account Grouping

Password: Baird1919

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2021 Market Outlook

2021 Market Outlook

Political and policy environment in Washington and implications for financial markets. Password: Baird1919

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Medicare Enrollment: The Good, The Bad &#38; The Ugly

Medicare Enrollment: The Good, The Bad & The Ugly

How to navigate the Medicare enrollment process, including highlighting some common misconceptions and potential opportunities to realize. Password: Baird1919

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Tax and Wealth Transfer Planning in Uncertain Times

Tax and Wealth Transfer Planning in Uncertain Times

Baird experts 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. Password: Baird1919

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Planning for Families of Children with Special Needs

Planning for Families of Children with Special Needs

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.

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Baird Technology Update

Baird Technology Update

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

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Wealth Transfer and Tax Planning Considerations Under CARES &#38; SECURE Acts

Wealth Transfer and Tax Planning Considerations Under CARES & SECURE Acts

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

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Planning for the Small Business Owner - COVID 19 and Beyond

Planning for the Small Business Owner - COVID 19 and Beyond

Near term focus on COVID-19 and the impact to your business, an update on the CARES Act for cost reduction opportunities and integrated business succession planning beyond COVID-19.

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

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

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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Planning Under the CARES Act &#38; SECURE Act

Planning Under the CARES Act & SECURE Act

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

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.

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Medicare: Getting the Most From Your Benefits

Medicare: Getting the Most From Your Benefits

Richard Braun, Financial Planner at Baird, discusses the costs and benefits of Medicare plans, as well as how to enroll.

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Social Security Retirement Benefits for Women

Social Security Retirement Benefits for Women

With March being National Women's Month, this was a 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.

    • Determining your benefit amount
    • When to start taking benefits
    • Spousal benefits: Surviving spouse benefits | Ex-spouse benefits
    • High-level Social Security outlook
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