Events
Upcoming Events
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.
Past Events
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 kroberts@rwbaird.com
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 kroberts@rwbaird.com 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 kroberts@rwbaird.com 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.