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: |
Planning Moves to Consider Before Year-End
Wednesday, October 21, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
As the end of the year approaches, now is the time to revisit key decisions that could have an impact on your taxes, investments and long-term planning goals.
Join us for October's Wealth Strategies webinar, where our experts will discuss timely year-end planning opportunities and considerations.
During this webinar, we will:
- Identify key strategies for effective 2026 year-end income tax planning
- Evaluate how OBBBA provisions and phaseouts affect year-end planning decisions
- Discuss key actions to review before entering 2027
2026 Year at a Glance |
Next Up
- October 21 - Planning Moves to Consider Before Year-End
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