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WEALTH STRATEGIES BY BAIRD

Protect Loved Ones From Elder Financial Abuse

Protect Loved Ones From Elder Financial Abuse

As older Americans continue to face the rapidly growing problem of elder fraud, how can you keep your loved ones safe? Here are the six things you can do to protect them from financial exploitation.

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5 Employment Benefits You Might Be Overlooking

5 Employment Benefits You Might Be Overlooking

Companies have become creative with how they lure and retain top talent, offering such benefits as onsite childcare and unlimited vacation time. Here are five often-overlooked employment benefits that can significantly boost your own bottom line. 

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What You Can (and Can't) Pay for With 529 Funds

What You Can (and Can't) Pay for With 529 Funds

529 plans can be helpful for funding a variety of educational expenses, but the rules around them can be tricky. Here is a comprehensive guide to which educational expenses you can (and can’t) pay for without incurring federal and state tax penalties.

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Wealth Strategies Webinar Series

Wealth Strategies Webinar Series

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

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

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