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