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Baird Wealth Strategies - Webinar Series

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Year End Tax Planning

Year-end is always a time to think about tax and other planning strategies, but with Congress poised to enact a variety of changes, the window for some strategies may close sooner than expected. In this webinar as Baird’s Tax Strategists, Eric Wikstrom and Kelsey Clair discuss the latest on potential law changes.

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Medicare planning is discussed to help you as listeners be prepared to navigate Medicare in general, open enrollment, share common misconceptions and mistakes, and highlight opportunities for you to consider. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.

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Charitable Giving

No matter the stage of financial planning you’re in, many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.

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Social Security

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 watch this.

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Tax Planning

In light of the proposed tax law changes, Clients need to consider the short term and long term impact these proposed tax law changes would mean for them and their families.

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Education Funding

Jeannette Haen, Education Planning Consultant, and Chris Dolan, Sr. Financial Planner, as they discuss how the current pandemic could affect the college experience, college costs and education plan going forward.

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