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.

Topic: Tax Planning Under the SECURE Act
Date: 4/26/2022 3:05 pm

You’re Invited!
Baird Wealth Strategies Webinar

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.

Tuesday, April 26, 2022
3:05 – 4:00 p.m. (CT)

Register for the Webinar - Password: BWS123

About the Speakers:

Tim Steffen originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

Scott Grenier joined Baird in 2010. Scott is currently the Manager of Financial & Estate Planning 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.

Topic: Equity Compensation
Date: 3/16/2022 12:00 PM

Webinar Recording Available!
Baird Wealth Strategies Webinar

Equity Compensation

Companies today are using equity compensation as a powerful way to attract high-quality employees and to cultivate an engaged and productive workforce. This type of compensation can take many forms, including Stock Options, Restricted Stock, and Performance Shares and each come with unique rules, tax implications and liquidity challenges.

Employees who participate in their company's equity compensation plan may understand the importance of their participation in such plans but often lack proper understanding of what the benefits are or how to maximize their value in the context of their unique situation.

Hear from Baird’s Equity Compensation Planning Manager, Laurence Kluth, as he shares meaningful advice around how you can integrate these benefits within your broader wealth management plans.

View the Webinar Recording

About the Speaker:

Laurence Kluth currently manages and leads the Equity Compensation Planning Team, and partners closely with Private Wealth Management’s (PWM) Financial Advisor teams and clients on the complex and impactful strategies regarding equity compensation. His expertise covers issues related to stock options, restricted stock, 10b5-1 trading plans, and other regulatory topics related to Securities law. Most importantly, he advises on how equity compensation plays a meaningful role in our client’s broader financial lives. Prior to becoming manager of this team in 1999, Laurence served in a variety of capacities at Baird since joining in 1995.

Laurence is a graduate of the University of Wisconsin – Milwaukee, is a member of the National Association of Stock Plan Professionals, and he holds the Series 7 and 63 licenses.

See more Baird Wealth Strategies discussions.

* Dates, times and topics are subject to change