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: |
Health and Wealth: Navigating the Medicare Maze
Wednesday, September 16, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific
Medicare plays an important role in retirement planning, yet many people find the enrollment process, coverage options and costs difficult to navigate.
Join us for an educational discussion designed to help you better understand Medicare and the decisions that can impact both your healthcare coverage and long-term financial plan.
During this webinar, we'll explore:
- Understanding Medicare coverage, including Parts A, B and D, and the options available through Medicare Advantage and Medigap
- How Medicare premiums, deductibles and IRMAA surcharges can affect healthcare costs and retirement planning
- Key enrollment deadlines, special enrollment situations and planning considerations for Health Savings Accounts (HSAs)
2026 Year at a Glance |
Next Up
- August 19 - Business Owners
- September 16 - Medicare
- October 21 - Tax Planning/Year-End Strategy
Recent Events
- Protecting Yourself in a Digital World (7/15/26)
- 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)