Wealth Strategies Webinar Series

Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics.

Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.

Please note dates, times and topics are subject to change.

May Webinar

Retirement Planning

Please join Zach Chamberlain, Wealth Planner at Baird, as he leads an informative discussion of the key factors to consider when planning for retirement.

Highlights include:

Estimating retirement needs
Understanding resources, including
- Social Security
- Personal Savings
- Employer Plans
- Other Income
Implications of working during retirement
Tax implications for various retirement resources

Registration Link

April Webinar

A 360 View of 360 Wealth - Organizing Your Finances

Baird’s Technology Solutions Manager, Andy Krogstad & Technology Solutions Consultant, Michelle Dowling presented an overview of BairdOnline and 360 Wealth. They explore key features and functionality available to you through the online platform.

Topics for discussion:

360 Wealth and Planning
E-Delivery Preferences
Secure Document Exchange
Tax Documents
Account Performance
Account Sharing
Account Nicknames
Account Grouping

View the webinar recording

About the Speaker

Zach Chamberlain joined Baird in April of 2022 as a Regional Financial Planner in
the Louisville, KY office. As a planner Zach is especially passionate about financial education, risk management, charitable and special needs planning.

Zach holds a bachelor’s degree in finance from the University of
Southern Indiana. As a believer in lifelong learning Zach has
obtained both the Chartered Financial Consultant (ChFC®) &
Certified Financial Planner (CFP®) designations and is an active
participant in the FPA of Kentuckiana volunteering time for the pro
bono financial education programs.

About the Speakers

Andy Krogstad is the Manager of Baird’s Technology Solutions Team within PWM Technology Best Practices. This role is dedicated to leading the Tech Consultants in PWM to ensure clients and Financial Advisor teams have access to the technology that supports their daily needs.

Andrew graduated with a Bachelor of Letters & Sciences with a focus in Organizational/Professional Communication from the University of Wisconsin-Milwaukee in 2010. Andrew currently holds:

FINRA Series 6 & 7
10 Years Financial Services experiences (6+ at Baird)

Michelle Dowling is a Technology Solutions Consultant within PWM Technology Best Practices. This role is dedicated to assisting and educating associates in PWM with the technology platforms Thomson ONE, Baird Wealth Report, and CRM. Our goal is to increase the effectiveness in which these technology platforms are used by Financial Advisors and Client Specialists as they maintain and grow their businesses.

Michelle recently joined Baird after more than a decade in the industry, previously working at Morgan Stanley and Raymond James. Prior to transitioning to financial services, Michelle was a high-school English teacher.

Access more Wealth Strategies recordings