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: |
Special Edition: Breaking Down “One Big Beautiful Bill Act”
Thursday, July 24, 2025 from 12:00–1:00 PM (CT)
Join us for an exclusive webinar with Tim Steffen, Director of Advanced Planning, as he provides an analysis of the “One Big Beautiful Bill Act” (OBBBA) and its potential impact.
Far more than a just a continuation of the 2017 Tax Cuts and Jobs Act, OBBBA contains a number of important changes in tax policy—delivering on key elements of President Trump’s 2024 campaign platform. Tim will break down what these changes could mean for your tax planning and long-term financial goals.
Don’t miss this opportunity to gain expert insight into this impactful piece of legislation!
Speaker:
Tim Steffen CPA-PFS, CFP®, CPWA®
Plan Your Legacy: The Essentials of Estate Planning
July 16, 2025 from Noon - 1:00 p.m. (CT)
Your estate plan is more than just an efficient and effective transfer of assets - it's a way to care for your loved ones after you've passed. Whether you want to plan for inheritances or set up a charitable trust to benefit an organization you care about, estate planning is a crucial part of your legacy.
In this Baird Wealth Strategies call, our team of experts will guide us from the basics of titling assets and designating beneficiaries all the way to potential legislation and tax implications that may impact your estate plan. Regardless of where you are on your estate planning journey, you won’t want to miss this!
Speakers:
Jessica Bell, JD, CPWA®, CEPA®
Senior Estate Planner
Darrian Hornedo, JD
Estate Planner
Future Topics: |
- 8/20/25 Cybersecurity/Identity Theft
- 9/17/25 Charitable Giving
- 10/15/25 Medicare
- 11/19/25 Year-End Planning Strategies