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: |
From Discovery To Decisions: Your Estate Planning Experience
Wednesday, May 20, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
Estate planning isn’t a one‑size‑fits‑all exercise – it’s a thoughtful process designed to reflect your priorities, protect your loved ones and bring clarity to life’s most important decisions.
Join us for this month’s Baird Wealth Strategies webinar for insights into a structured estate planning approach and the importance of a coordinated team.
2026 Year at a Glance |
- May 20 - Estate Planning
- June 17 - Building a Financial Foundation
- July 15 - Cybersecurity (+ New Baird Online)
- August 19 - Business Owners
- September 16 - Medicare
- October 21 - Tax Planning/Year-End Strategy