Baird Wealth Strategies

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Financial Conversations to Have at Every Life Stage

Featured Speaker: Brian Levitt, Senior Investment Strategist, OppenheimerFunds, Inc.

Wednesday, April 17, 2019
Noon – 1:00 p.m. (CT)
(10 a.m. Pacific, 11 a.m. Mountain, 1:00 p.m. Eastern)

You're invited to join us for this exclusive webinar with Brian Levitt, Senior Investment Strategist at OppenheimerFunds, who will cover the different financial planning conversations to have at every life stage.

Throughout this webinar, Brian will provide insights into how to acquire, protect and distribute wealth, along with expectations for various life stages. Brian will touch on a number of topics, including:

  • Getting the Basics Early
  • Entering Early Adulthood
  • Managing a Family
  • Making Big Purchases (Houses, Higher Education, Cars)
  • Managing Wealth
  • Retiring
  • Transferring Wealth

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Past Events

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Strategic Social Security: Maximize Your Potential

Featured Speaker: Richard J. Braun CFP®, ChFC®, CASL®, CLU®, Financial Planner

Wednesday, March 20, 2019

This exclusive webinar with Baird Financial Planner, Rich Braun, discussed Social Security benefits, how they may fit into your retirement planning strategy, and simple strategies you can employ to maximize your benefits.

Preserving Your Family Wealth

Featured Speaker: Megan Dunham, Senior Estate Planner, Baird

Wednesday, February 20, 2019

This webinar with Senior Estate Planner, Megan Dunham, provided a brief update on recent estate tax law changes, and discussed why it may be an important time to review your baseline estate planning documents, or create a comprehensive plan for the first time.

Megan will covered key topics you should be aware of to make sure that your plan best fits your family and effectively (and efficiently) accomplishes your goals.

Have a Plan – Own the Best

Featured Speakers: Randy McLaughlin, CFA SAM Managing Director and Portfolio Manager and Brenda Hutchinson, CFA SAM Director and Portfolio Manager

Wednesday, January 16, 2019

A well thought out investment strategy helps ensure investment success. This exclusive webinar with Randy McLaughlin and Brenda Hutchinson, Baird's Specialized Asset Management (SAM) Portfolio Managers, discussed the key components of developing an effective investment strategy.

SAM believes some companies are better than others. The speakers looked at the attributes of great companies and show how ownership of these kinds of companies can enhance investment success.