Wealth Strategies Webinar

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.

September Webinar

Medicare

Medicare Open Enrollment is approaching quickly (Oct. 15th – Dec. 7th), and may be top of mind for many. Additionally, this is for those who are at, or are approaching, Medicare age and are seeking trusted professionals to assist them through enrollment.

Please join us as Baird’s Wealth Planner, Toby Prestegaard, and Baird’s Healthcare Partner, Iris Nelson from ClearMatch Medicare, discuss Medicare planning to help you be prepared to navigate Medicare in general, through open enrollment, as well as share common misconceptions and mistakes. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.

Registration Link

August Webinar

Charitable Giving

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 Scott Grenier, Manager of Tax & Estate Planning at Baird, and Jonathan Raymon J.D., CAP, CTFA, a Charitable Solutions Strategist at Baird Trust, cover what you need to know about the possible charitable solutions and what strategies can be implemented when giving.

View the webinar recording

About the Speakers

Toby Prestegaard, CFP®, CLU®, ChFC®, RICP®, CASL®, ChSNC®

Toby joined Baird in April of 2022 as a Regional Financial Planner in the Milwaukee, WI office. Born & raised in Minnesota, Toby has called the Milwaukee area home for the last 20+ years. He is passionate about ensuring clients understand their options and helping them make the best decisions for their circumstances.

Iris Nelson

Located in Austin, TX and Tampa, FL Iris has been a licensed heath insurance agent for 17 years and is now herself in Medicare. Iris has a passion to make sure seniors are not being taken advantage of and helps other seniors understand how Medicare works in simple terms.

About the Speakers

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Estate and Tax Specialists for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.

Johnathan Raymon, J.D., CTFA, CAP is a Senior Vice President and Charitable Solutions Strategist for Baird Trust. He provides trust administration and client service, focusing on charitable trusts and charitable organizations. He has 10 years of experience in the investment industry and holds the Certified Trust and Fiduciary Advisor designation and the Chartered Advisor in Philanthropy (CAP) designation. Jonathan is a member of the American, Kentucky, and Louisville Bar Associations and a member of the Taxation Section of the Louisville Bar Association, previously serving as Chair.

Access more Wealth Strategies recordings