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: |
Planning Moves to Consider Before Year-End
Friday, November 21, 2025
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
As the end of the year approaches, are you confident you’re making the right financial moves? Join us for November’s Wealth Strategies webinar to hear from seasoned tax strategists Kelsey Clair CPA, CPWA® and Eric Wikstrom, CPA, CFP®, CPWA®.
Whether you want to optimize your tax strategy, explore smart investment decisions, or set yourself up for a strong start to 2026, this session will equip you with actionable tips and expert guidance you need to know heading into year-end.
Future Topics: |
Check back for 2026 Event Info
Registration Information and Past Event Videos
| Oct 28, 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 |