Baird Wealth Strategies

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Victor Schultz

Role of the Trustee

Featured Speaker: Victor Schultz, President & Chief Fiduciary Officer, Prairie Financial Group

Wednesday, July 18, 2018
Noon – 1:00 p.m. (CT)
(10 a.m. Pacific, 11 a.m. Mountain, 1:00 p.m. Eastern)

Individuals often are advised to utilize trusts as part of their estate plan. But what are the duties and responsibilities of the "trustee", the one who must administer the trust?  

A "trustee," holds legal title to the property of the trust, often for the benefit of another individual, called a "beneficiary." If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and probity. However, it is also a major responsibility.

Join us for an insightful webinar presentation given by Victor Schultz, President & Chief Fiduciary Officer at Prairie Financial Group. Victor will be discussing:

  • Estate planning basics - what role does a trust play in someone's estate plan?
  • Types of trusts
  • Role of a trustee
  • And much more!

Register Here

Past Events

360 Wealth on Baird Online

Featured Speaker: Ryan Zutter, Manager of PWM Technology Solutions, Baird

Wednesday, June 20, 2018

The newest feature now available on Baird Online is called 360 Wealth, a tool that allows you to securely view all of your finances in one place online, providing a complete picture of your net worth and consolidated view of all of your accounts.

360 Wealth also helps you manage your day-to-day finances while keeping you on track to meet your long-term wealth management goals. 

This insightful webinar presentation given by Ryan Zutter, Manager of PWM Technology Solutions at Baird. Ryan discussed the easy steps to get started on 360 Wealth, all of the exciting features this new tool has to offer and how it can help keep you on track for your long-term goals.

Aging in America

Featured Speaker: Brian Petranick, President & CEO, RiseMark Brands
Wednesday, May 16, 2018

The majority of adults, if given the choice, want to live at home as long as possible. However, aging in place requires careful thought and planning. What factors should you be considering as you plan for your golden years? 

This insightful presentation given by a true expert in the aging process, Brian Petranick, CEO of RiseMark Brands. Brian discussed the significant demographic changes on the world’s horizon, what the future looks like for our aging population, how the U.S. is addressing this crisis and what you need to be thinking about as you prepare for you golden years. 

Current Market Outlook

Featured Speaker: Rod Smyth, Director of Investments, RiverFront Investment Group
Wednesday, April 18, 2018

2018 has already been an active, if not turbulent, year in the markets. We’ve seen record highs, substantial losses and everything in between. 

Rod Smyth, Director of Investments for RiverFront Investment Group, gave a Current Market Outlook presentation, covering a variety of timely topics. Rod took attendees through what has happened so far in 2018, what is happening now and what might happen throughout the remainder of the year.

Strategic Social Security: Maximize Your Potential

Featured Speaker: Richard J. Braun, CFP®, ChFC®, CASL®, CLU®, Financial Planner
Wednesday, March 21, 2018

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.

Implications of Elder Law and Medicaid Planning: What It Means For You

Featured Speaker: Peter J. Walsh, Attorney,  Husch Blackwell LLP
Wednesday, February 21, 2018

The high cost of long-term care, be it at home, in an assisted living facility or a nursing home, is on the minds of many these days. Fortunately, there are options for reducing the financial bite.

Attorney Peter Walsh of Husch Blackwell LLP presented a webinar on an array of planning options, including ways in which insurance products can be used to cover long-term care expenses and the options for using trusts to shelter certain assets from a spend down.

Financial Planning in a Changing Tax Environment: The Tax Cuts & Jobs Act

Featured Speaker: Tim Steffen, CPA/PFS, CFP®, CPWA®, Director of Advanced Planning
Wednesday, January 17, 2018

This exclusive webinar with Baird’s Director of Advanced Planning, Tim Steffen, discussed the final bill that came out of Washington and how it impacts the following:

  • Your income tax situation
  • Estate Planning
  • Education Funding
  • Investment Planning, and more.