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: |
Protecting Yourself in a Digital World
Wednesday, July 15, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
Americans lost almost $21 billion to cybercrime in 2025, a 26% increase from the previous year, according to the Federal Bureau of Investigation. From phishing texts and spoofed phone calls to identity theft and investment scams, cybercriminals are constantly finding new ways to target individuals and families. Join us for July's Wealth Strategies webinar, where our cybersecurity experts will discuss practical steps you can take to help safeguard your financial life in today's digital world.
Together, we'll explore:
- Am I sharing more personal information than I realize?
- Which everyday threats am I most likely to overlook?
- Who in my family might be most vulnerable to scams, fraud, or identity theft?
2026 Year at a Glance |
Next Up
- July 15 - Protecting Yourself in a Digital World
- August 19 - Business Owners
- September 16 - Medicare
- October 21 - Tax Planning/Year-End Strategy
Recent Events
- Building a Financial Foundation (6/17/26)
- From Discovery To Decisions: Your Estate Planning Experience (5/20/26)
- Building a Flexible Retirement Income Strategy (3/18/26)
- Maximizing Your Charitable Impact (2/18/26)