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: |
Social Security & Your Future
June 18, 2025 from Noon - 1:00 p.m. (CT)
These days, the viability of Social Security is a hot topic in the news. In this presentation, we’ll help you separate reality from fiction. We’re going to cover the basics of Social Security - including how Social Security Benefits are calculated and how your career, marital status, and taxes impact those benefits. In addition, we’ll consider the positives and negatives of claiming strategies. Finally, we’ll shed light on how Social Security is factored in when creating your personal financial plan. Come join us for a deep dive into one of the US government’s largest benefit programs!
Speaker:
Ron Johnson, CFP®
Wealth Planner
Future Topics: |
- 7/16/25 Estate Planning
- 8/20/25 Cybersecurity/Identity Theft
- 9/17/25 Charitable Giving
- 10/15/25 Medicare
- 11/19/25 Year-End Planning Strategies