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: |
Navigating the Medicare Maze: Making Sense of Federal Health Insurance
Wednesday, October 15, 2025
1:30 PM Eastern | 12:30 PM Central | 11:30 AM Mountain | 10:30 AM Pacific
As Medicare Open Enrollment approaches, many individuals nearing or already at Medicare age may find themselves seeking clarity and trusted guidance.
We invite you to join us for an informative session led by Baird Wealth Planners, Ron Johnson, CFP®, and Matt Urbanek, CFP®, CRPC®, who will help demystify the complexities of Medicare planning. They will walk you through:
- The essentials of Medicare
- The open enrollment process
- Common misconceptions and costly mistakes
You'll also gain valuable insights on how to maximize your coverage and make financially sound decisions tailored to your needs.
Future Topics: |
- 11/19/25 Year-End Planning Strategies