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Wealth Strategies Webinar Series

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.  

October Webinar

Medicare 


Wednesday, October 19, 2022
Noon – 1 p.m. (CT)


Check back for more information.

Coming Soon - Details on Registration

September Webinar

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 timely 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.

WATCH THE RECORDING


Check back for details on October's speakers

About the Speaker


Chris Dolan is a Senior Financial Planner at Baird, working out of the Seattle, Washington office. His areas of expertise include financial planning, retirement income plans, Medicare and Social Security.

Prior to joining Baird, Chris spent a decade as a Financial Planning Consultant at Fidelity Investments and Charles Schwab Co. focusing on investment and financial planning for high net worth individuals and families. Previously, he became licensed in the insurance industry and worked for Washington Mutual.