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 Financial Foundation: Trump Accounts and Other Savings Strategies
Wednesday, June 17, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
Helping children and grandchildren build a strong financial foundation often starts with the right savings strategy, but with new options emerging, it can be difficult to know which may be the best fit for your family's goals.
Join us for June’s Wealth Strategies call, where our planning experts will provide an overview of the newly introduced Trump Accounts, and then explore how they compare to other common savings vehicles, such as 529 plans, custodial accounts and gifting strategies.
2026 Year at a Glance |
Next Up
- June 17 - Building a Financial Foundation
- July 15 - Cybersecurity (+ New Baird Online)
- August 19 - Business Owners
- September 16 - Medicare
- October 21 - Tax Planning/Year-End Strategy
Recent Events
- 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)
- All That Matters in 2026 (1/21/26)