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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:

Give Wisely: Navigating the Financial Landscape of Charitable Contributions

Wednesday, September 17, 2025
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific

Are you looking to support the causes you care about while maximizing the impact of your financial plan?

Join us for an insightful webinar featuring Baird's trust and estate planning experts:

  • Scott Grenier CFP®, Manager of Tax & Estate Planning, Baird
  • Jonathan Raymon, J.D., CAP®, CTFA, Charitable Solutions Strategist, Baird Trust
  • Kate Biagi-Rickert, CAP®, Charitable Solutions Officer, Baird Trust

We'll explore strategic approaches to charitable giving and how aligning your philanthropic goals with tax-efficient planning can help you give more effectively and meaningfully.

Register for the Webinar

Future Topics:

  • 10/15/25 Medicare
  • 11/19/25 Year-End Planning Strategies

Registration Information and Past Event Videos

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Aug 20, 2025 Webinar: Digital Defense
Jul 24, 2025 Webinar: Breaking Down “One Big Beautiful Bill Act”
Jul 16, 2025 Webinar: Plan Your Legacy – The Essentials of Estate Planning
Jun 18, 2025 Webinar: Social Security & Your Future
Mar 19, 2025 Webinar: Guiding Business Owners Through Transition
Jan 15, 2025 Webinar: All That Matters in 2025
Nov 20, 2024 Webinar: Year-End Planning Strategies
Oct 16, 2024 Webinar: Building a Purposeful Charitable Legacy
Sep 18, 2024 Webinar: Navigating the Medicare Maze
Apr 17, 2024 Webinar: Passing the Torch
Feb 21, 2024 Webinar: Navigating the Social Security Landscape
Jan 17, 2024 Webinar: All That Matters in 2024 Webinar
Nov 15, 2023 Year-End Tax Planning
Oct 18, 2023 Generational Wealth - Legacy Planning
Aug 16, 2023 Charitable Giving Webinar
Jul 19, 2023 Trust Services
Jun 21, 2023 Social Security
May 17, 2023 Key Factors to Consider When Planning for Retirement.
Apr 19, 2023 A 360 view of 360 Wealth - Organizing Your Finances
Mar 15, 2023 Roth IRA Planning
Jan 18, 2023 2023 Market Outlook
Nov 09, 2022 Year-End Tax Planning 2022
May 18, 2022 Webinar: Retirement Planning for Women
Apr 26, 2022 Tax Planning Under the SECURE Act
Mar 16, 2022 Equity Compensation
Feb 16, 2022 A 360 view of 360 Wealth - Organizing Your Finances (2022 Webinar)
Jan 19, 2022 Navigating Tricky Waters with Baird Market Strategist
Nov 17, 2021 2021 Year End Tax Planning
Aug 18, 2021 Social Security 101
Apr 21, 2021 Business Owner Solutions – Transitioning a Business
Mar 18, 2021 The Economy and Your Financial Wellness
Feb 17, 2021 Exploring BairdOnline and 360 Wealth with Tech Solutions
Jan 21, 2021 2021 Market Outlook
Sep 17, 2020 Planning for Families of Children with Special Needs
Jul 15, 2020 Baird Technology Update
Jun 17, 2020 Wealth Transfer and Tax Planning Considerations Under CARES & SECURE Acts
May 20, 2020 Planning for the Small Business Owner – COVID 19 and Beyond
Apr 15, 2020 Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft
Apr 08, 2020 Planning Under the CARES Act & SECURE Act
Mar 18, 2020 Social Security Retirement Benefits for Women
Jan 15, 2020 2020 Market Update
Sep 18, 2019 Leveraging Baird Technology
Aug 21, 2019 Finance for the Greater Good
Jul 17, 2019 100th Anniversary Special – Thoughts and Answers from Baird’s Private Wealth Management Leaders
May 15, 2019 Big Ideas 2019
Apr 17, 2019 Financial Conversations to Have at Every Life Stage
Mar 20, 2019 Strategic Social Security: Maximize Your Potential
Feb 20, 2019 Preserving Your Family Wealth
Jan 16, 2019 Have a Plan – Own the Best
Jan 01, 0001 Webinar: Give Wisely