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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 15, 2021

1:00p - 2:00p

Click on the Registration Link and the password is BWS123

Charitable Giving

Join us for this timely webinar, where Chris Dolan, Sr. Financial Planner at Baird, will cover what you need to know about the current charitable giving landscape in the United States, and what strategies can be implemented when giving.

August 18, 2021

1:00p - 2:00p

Please Click on the Link to Register (Password: BWS123)

Social Security 101

If you are approaching retirement or are approaching a social security claiming decision, this webinar is just for you!

June 16, 2021

1:00p - 2:00p

Click on the Registration Link

You're Invited! Baird Wealth Strategies Webinar

In light of the proposed tax law changes, there are short-term and long-term impacts that most investors should consider. Please join Kelsey Clair, Erik Wikstrom and Arti Batra as they provide an overview of the more impactful policies within the proposed tax law changes, as well as strategies you may consider implementing now to minimize the impact of these changes.

May 19, 2021

1:00p - 2:00p

Click on the Registration Link (Password: BWS123)

Educational Planning

Please join Jeannette Haen and Christopher Dolan as they discuss how the current pandemic could affect the college experience, college costs and education planning going forward.

April 21, 2021

1:00p - 2:00p

Click on the Registration Link

Business Owner Solutions - Transitioning a Business

Andy McKay and Jason Spitz of the Business Owner Solutions team at Baird will discuss the critical issues that business owners face during a transition and provide a guide to the basics.

March 18, 2021

12:00p - 1:00p

Click on the Registration Link

The Economy and Your Financial Wellness with Mike Antonelli

About the Speakers: Michael graduated from Purdue University in 1995 with a degree in history and moved to CT to work in the back office of AIG trading. He moved to Chicago in 1997 to work in the back office of Dean Witter's futures division before moving to a 24-hour trading desk in 1999 to execute futures and options for Fimat, a division of Societe Generale. He got his MBA at the University of Chicago in 2007 before coming to Baird on the Equity Trading Desk in March 2007 as a Sales Trader, assigned to the International team. Michael began writing a daily email in 2010 as a way to let overseas clients know what happened while they slept. He started posting it online in 2013 and it is now the Bull and Baird blog.

January 21, 2021

1:00p - 2:00p

Webinar Link

2021 Market Outlook: How Politics and Policy May Shape the Market

With the transition to a new administration, Courtney will discuss the political and policy environment in Washington and implications for financial markets. Topics covered will include: stimulus; tax; climate; trade; health care; infrastructure; defense; and regulation.

September 16, 2020

12:00p - 1:00p

Please Register for the Webinar Above

Planning for Families of Children with Special Needs

Join us as we review four areas of impact on a family's financial planning when caring for a child with special needs or disabilities.

July 21, 2020

2:00p - 3:00p

Webinar link to register is above.

Power of Feeling Your Best

Please join us as Chris Johnson, CEO and Founder of On Target Living presents, Power of Feeling Your Best.  Smash limiting beliefs and supercharge your life with this dynamic, 60-minute webinar.

June 10, 2020

6:30p - 7:15p

Please register via the link provided or email Kate Roberts at

Aligning Your Investments With Your Values

Hear from two of our most distinguished Baird colleagues, John Taft, Baird Vice Chairmen and Kathy Carey, Baird Director of Investment Research & Advanced Planning. They will be discussing how you can invest with your values.

May 20, 2020

1:00p - 2:00p

Please email Kate Roberts at if you are interested or you can register via the link above.

April 15, 2020

12:00p - 1:00p

Once you register, you will receive an email with the webinar link.

Hoodlums to Hackers: How to Stay Safe From Cyber Crime and Identity Theft

Retired FBI Agent Keynote Speaker Jeff Lanza leads a dynamic presentation that focuses on how criminals try to trick us, steal our identities and commit cyber fraud.

April 8, 2020

12:00p - 1:00p

Webinar link and details will be sent via email when you register for the event. If you cannot make the event, a recording will be available too. Just email and Kate will email you the recording later.

Webinar: SECURE Act and CARES Act Explained

The SECURE Act was passed in late 2019 and included a number of changes to our retirement savings laws. In late March, in response to the COVID-19 pandemic, Congress passed the CARES Act aimed at providing tax savings and increased cash flow opportunities for individuals and small businesses.

March 18, 2020

12:00p - 1:00p

The webinar link will be sent to you via email when you register.

Social Security for Women

Happy National Women's Month! Please join us as Baird's Financial Planner, Linda Grant-Smith discusses how Social Security benefits differ for women. Learn what to consider regarding when to file, on whose work record to claim, and if your marital status (Divorced, Widowed, Singe, Married) affects your choice.

February 19, 2020

12:00p - 1:00p

Webinar link to register is below.

Medicare: Getting the Most From Your Benefits

Join us as we discuss the costs and benefits of Medicare plans, as well as how to enroll.

Event Registration

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