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Webinars

Baird Wealth Strategies - Webinar Series

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Trust Services

With Baird Trust soon to be a solution available to clients in September, Mark “Mac” McLennon and Mark Criner, Trust Strategists of Baird Trust, 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. This session will go through the key provisions of the Act, including the most recent IRS announcement, and review ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.

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Equity Compensation

Baird’s Equity Compensation Planning Manager, Laurence Kluth, discusses equity compensation, what the benefits mean to you and how you can maximize their value based on your unique situation.

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