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.
Navigating the Social Security Landscape
Wednesday, February 21, 2024 from 12:00 PM - 1:00 PM CT
The Social Security system can greatly benefit one's family by providing a meaningful source of retirement income. However, Social Security can also be one of the most complex government programs to understand. This seminar will cover eligibility of benefits, how benefits are calculated, benefit claiming strategies and the current outlook of Social Security. If you are approaching retirement or are approaching a social security claiming decision, we encourage you to join us.
Passing the Torch: Thoughtful Strategies for Wealth Succession
Wealth + Wellness = WHealth
Navigating the Medicare Maze: Making Sense of Federal Health Insurance
Giving Thanks: Building a Purposeful Charitable Legacy
Year-End Planning Strategies