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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.
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 Financial Planner, Chris Dolan, 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.
Wednesday, October 19, 2022 Noon – 1 p.m. (CT)
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.
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.
Iris Nelson has been in the Medicare Health insurance business working with Financial Advisors since 2005. She is licensed in 40 different states, plus the District of Columbia and handles all the major carriers. Iris is turning 65 this coming January so she fully understands how it feels to be going thru this process. She worked as a Naval ombudsman as a Navy wife assisting with military retirement transition for 10 years prior to taking on the task of helping people set up their Medicare.
In her spare time, she enjoys being with her 7 grandkids, often commuting between Tampa, FL and Austin, TX. Iris was born in Colorado but grew up in Montana and has lived in many different states over the past 50 years including Spain and Italy.