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: |
Building a Flexible Retirement Income Strategy
Wednesday, March 18, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
Join us for March's Wealth Strategies webinar, where our experts will explore practical ways to structure and sustain your income throughout retirement.
You’ll learn strategies to simplify your retirement cash flow, optimize tax efficiency, and build a retirement income approach that supports your lifestyle and goals. We'll also discuss how Social Security fits into your overall income strategy.
2026 Year at a Glance |
- August - Business Owners
- September - Medicare
- October - Tax Planning/Year-End Strategy