Event Date: April 2024

In this insightful webinar Baird experts discuss the crucial aspects individuals should keep in mind when transferring their wealth. Whether you're planning for the future or currently navigating the complexities of wealth transfer, this presentation provides valuable guidance and expert advice. Our panel of seasoned professionals covered topics including tax implications, estate planning strategies, family dynamics, charitable giving, and more.

Event Date: Feburary 2024

The Social Security system can greatly benefit one's family by providing a meaningful source of retirement income. However, Social Security can also be one of the most complex government programs to understand.  This seminar will cover eligibility of benefits, how benefits are calculated, benefit claiming strategies and the current outlook of Social Security.  If you are approaching retirement or are approaching a social security claiming decision, we encourage you to join us.

Event Date: January 2024

Mike Antonelli and Ross Mayfield discuss exactly what you need to know to invest in 2024, a year that will be filled with chaotic noise.

Event Date: November 2023

Year-end is always an opportune time to think about tax and other planning strategies. In this recording, Baird’s Senior Tax Strategist, Kelsey Clair, discusses what’s top-of-mind as it relates to advanced planning. Topics include:

• Legislative updates
• 2026 tax landscape
• Charitable giving ideas
• Roth conversions
• Other important year-end reminders

Event Date: October 2023

As the holidays approach, we have a special treat in store for your family gathering this year. In this presentation Baird experts share insights that will help you in securing your legacy while strengthening family bonds. This presentation isn’t just about numbers and spreadsheets, it’s about strengthening your family’s financial foundation and creating a secure future together.

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