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: |
All That Matters in 2026
Wednesday, January 21, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
As 2026 begins, this is a great time to ensure your investment strategy is well‑positioned for the year ahead.
Join us for January’s Wealth Strategies webinar to hear from market and investment strategists Mike Antonelli and Ross Mayfield. They’ll break down the key themes to watch in the year ahead, share insights on recent market and policy trends, and offer their outlook to help you navigate what’s next.
2026 Year at a Glance |
- January - Market Strategy
- February - Charitable Giving/Philanthropic Strategy
- March - Social Security
- August - Business Owners
- September - Medicare
- October - Tax Planning/Year-End Strategy
Registration Information and Past Event Videos
| Jan 09, 2026 | Webinar: All That Matters in 2026 |
|---|---|
| Nov 21, 2025 | Webinar: Planning Moves to Consider Before Year-End |
| Oct 15, 2025 | Webinar: Navigating the Medicare Maze |
| Sep 17, 2025 | Webinar: Give Wisely |
| Aug 20, 2025 | Webinar: Digital Defense |
| Jul 24, 2025 | Webinar: Breaking Down “One Big Beautiful Bill Act” |
| Jul 16, 2025 | Webinar: Plan Your Legacy – The Essentials of Estate Planning |
| Jun 18, 2025 | Webinar: Social Security & Your Future |
| Mar 19, 2025 | Webinar: Guiding Business Owners Through Transition |
| Jan 15, 2025 | Webinar: All That Matters in 2025 |
| Nov 20, 2024 | Webinar: Year-End Planning Strategies |
| Oct 16, 2024 | Webinar: Building a Purposeful Charitable Legacy |
| Sep 18, 2024 | Webinar: Navigating the Medicare Maze - Making Sense of Federal Healthcare Insurance |
| Apr 17, 2024 | Webinar: Passing the Torch |
| Feb 21, 2024 | Webinar: Navigating the Social Security Landscape |
| Jan 17, 2024 | Webinar: All That Matters in 2024 Webinar |