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.
Wednesday, February 15th
Noon – 1 p.m. (CT)
This presentation will focus on protecting your assets and wealth management plan so you can remain focused on your long term goals and aspirations. Whether it’s being used to safeguard against the loss of a valuable income source, protect a business interest, provide estate liquidity or a potential long term care event, insurance planning is central to meeting your objectives. Developing and reviewing your life insurance and long term care (LTC) plans are critically-important to provide the peace of mind that your wealth management plan is protected.
Join Blake Panosh and Erica Kroll as we discuss the need to safeguard against these potential threats to your portfolio and your wealth management plan.
In this presentation Baird Investment Strategy Analyst, Ross Mayfield, hosts an informative discussion on how to prepare for the markets in 2023 with topics including the U.S. labor market, monetary policy changes and more.
About the Speakers
Bios to follow
Ross Mayfield is an Investment Strategy Analyst on Baird’s PWM Equity and Fixed Income Research team. He is a CFA® professional who works closely with financial advisors to educate clients about the economy and markets. In addition, he creates investment strategy content aimed at helping clients achieve their long-term financial goals.
A Louisville native, Ross serves as Secretary on the board of the CFA Society Louisville.