Wealth Strategies
100th Anniversary Special – Thoughts and Answers from Baird’s Private Wealth Management Leaders
Wednesday, July 17, 2019
Noon – 1:00 p.m. (CT)
(10 a.m. Pacific, 11 a.m. Mountain, 1:00 p.m. Eastern)
This year, we’re celebrating our 100th Anniversary at Baird. Since 1919, we’ve operated under one guiding principle: Clients come first.
In honor of this significant milestone, we wanted to put together a special Wealth Strategies webinar, giving you the opportunity to hear from and interact with Baird’s President and Executive Director of the Private Wealth Management business.
Join Mike Schroeder, President – PWM, and Erik Dahlberg, Executive Director – PWM, for an engaging discussion on a wide range of topics including:
- Brief highlights of Baird’s history
- What Baird’s future might look like
- Direction of the Wealth Management industry
- Q&A session (via webinar)
You’ll have the opportunity to submit your questions throughout the session, however if you would like to submit your question in advance, there will be a spot to do so on the registration form.
-
Future Events
- 8/14/19
Finances for the Greater Good - 9/18/19
Leveraging Baird Technology to Make Your Finance Simple and Easy - 10/16/19
Medicare: Get the Most from Your Benefits - 11/18/19
End of Year Tax Planning
*Dates and topics subject to change.
Past Events
NOTE: For best experience please view videos in Google Chrome.
Big Ideas 2019
Featured Speaker: Resolute Investment Managers, Inc.: Rebecca Burke, VP, National ETF Sales and Matt Murphy, CFA®, CAIA®, VP, National ETF Sales
Wednesday, May 15, 2019
To illustrate the impact of innovation and excite investors about the opportunities they present, each year ARK Invest publishes "Big Ideas," a selection of ARK’s research highlighting the technological breakthroughs that will advance significantly over the coming year.
This educational webinar explores the investment opportunities associated with disruptive innovations such as deep learning, digital wallets, battery cost tipping points, autonomous taxi networks, next generation DNA sequencing, CRISPR, collaborative robots, and 3D printing.
Financial Conversations to Have at Every Life Stage
Featured Speaker: Brian Levitt, Senior Investment Strategist, OppenheimerFunds, Inc.
Wednesday, April 17, 2019
This exclusive webinar with Brian Levitt, Senior Investment Strategist at OppenheimerFunds, covered the different financial planning conversations to have at every life stage.
Strategic Social Security: Maximize Your Potential
Featured Speaker: Richard J. Braun CFP®, ChFC®, CASL®, CLU®, Financial Planner
Wednesday, March 20, 2019
This exclusive webinar with Baird Financial Planner Rich Braun discussed Social Security benefits, how they may fit into your retirement planning strategy, and simple strategies you can employ to maximize your benefits.
Preserving Your Family Wealth
Featured Speaker: Megan Dunham, Senior Estate Planner, Baird
Wednesday, February 20, 2019
This webinar with Senior Estate Planner Megan Dunham provided a brief update on recent estate tax law changes, and discussed why it may be an important time to review your baseline estate planning documents, or create a comprehensive plan for the first time.
Megan covered key topics you should be aware of to make sure that your plan best fits your family and effectively (and efficiently) accomplishes your goals.
Have a Plan – Own the Best
Featured Speakers: Randy McLaughlin, CFA SAM Managing Director and Portfolio Manager and Brenda Hutchinson, CFA SAM Director and Portfolio Manager
Wednesday, January 16, 2019
A well-thought-out investment strategy helps ensure investment success. This exclusive webinar with Randy McLaughlin and Brenda Hutchinson, Baird's Specialized Asset Management (SAM) Portfolio Managers, discussed the key components of developing an effective investment strategy.
SAM believes some companies are better than others. The speakers looked at the attributes of great companies and showed how ownership of these kinds of companies can enhance investment success.