Broker Check
Wealth Strategies Webinar Series

Wealth Strategies Webinar Series

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.  

August Webinar

Trust Services

Wednesday, August 17, 2022
Noon – 1 p.m. (CT)

With Baird Trust soon to be a solution available to clients in September, Mark “Mac” McLennon and Mark Criner, Trust Strategists of Baird Trust, will highlight key trust solutions that may benefit your unique financial situation. They will focus on:

The Benefits of Establishing a Trust

  • Asset Protection
  • Mitigating Estate and Income Taxation
  • Confidentiality

Common Uses of Trusts

  • Business Succession
  • Trust as an IRA beneficiary/Secure Act
  • Philanthropic/Charitable Giving
  • Transfer of Digital Assets

Estate planning concepts and tools

  • Components and terminology of a trust (Revocable vs. Irrevocable, Living Trust/Testamentary Trust, Individual Trustee/Corporate Trustee, Federal Estate Tax/Portability)
  • Will/Probate/Intestacy
  • Power of Attorney/Advanced Healthcare Directive/Tangible Personal Property List

Relationship of Baird Partners

  • Trust Strategist and Financial Advisor
  • Pre-Acceptance/Acceptance process and acquisition of testamentary document
  • Timeline for trust administration

Register for the webinar below. Password to register: BWS123 

Register for the Webinar

June Webinar

Market Update:

Inflation and Rising Interest Rates

Investment Strategy Analyst, Ross Mayfield, will give a market update focused on the Federal Reserve’s interest rate policy and inflation. He will touch on a near-term outlook for both before handing off to Nic Reisenbichler, Manager of Investment Products, to discuss the ramifications for portfolios and some potential asset classes for this new environment. Then, Chris Dolan, Financial Planner, will join the call to discuss planning strategies in a rising interest rate and high inflation environment.

Watch the Recording

About the Speakers

Mark McLennon is a Trust Strategist for Baird Trust, serving in our Milwaukee, Wisconsin location. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Mark has 20 years of experience in trust administration, estate planning and wealth management. He holds the Certified Financial Planner®, Certified Public Accountant and Personal Financial Specialist designations. Mark also holds financial services industry designations including the Chartered Financial Consultant® and Chartered Life Underwriter®.

Mark Criner is a Vice President and Trust Strategist for Baird Trust serving from the Scottsdale, Arizona office. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. He has over 20 years of experience in trust and estate administration.

About the Speakers

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

Nic Reisenbichler is the manager of Investment Products on the PWM Investment Solutions team.  He works with different areas of the firm to provide education on Mutual Funds, ETFs, Alternative Investments and Structured Products.  In addition, his area is in charge of overseeing what investment products are made available to Baird Clients. 

Prior to joining Baird, Nic worked at Hilliard Lyons for over 10 years with the last 5 years serving as manger of the Investment Product Team and also being a member of the Investment Strategy Committee. 

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.