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Past Events

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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 & 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 & 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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