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Baird Wealth Strategies - Webinar Series

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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. In this webinar, Christopher Dolan, MBA, CFP®, Financial Planner at Baird, covers what you need to know about the current charitable giving landscape in the United States, and what strategies can be implemented when giving.

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Trust Services

Mark “Mac” McLennon and Mark Criner, Trust Strategists of Baird Trust, will highlight key trust solutions that may benefit your unique financial situation.

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Tax Planning Under the SECURE Act

The Secure Act of 2019 changed the way retirement accounts are funded, distributed and passed to the next generation. In this session, Tim and Scott went through the key provisions of the Act, including the most recent IRS announcement, and reviewed ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.

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Equity Compensation

Laurence Kluth, Equity Compensation Planning Manager, to talks about how you can provide meaningful advice by integrating these benefits with a broader wealth management plan.

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