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.

June Webinar

Social Security

The Social Security system can greatly benefit one's family by providing a meaningful source of retirement income. However, Social Security can also be one of the most complex government programs to understand. This seminar will cover eligibility of benefits, how benefits are calculated, benefit claiming strategies and the current outlook of Social Security. If you are approaching retirement or are approaching a social security claiming decision, we encourage you to join us.

Registration Link

May Webinar

Retirement Planning

Please join Zach Chamberlain, Wealth Planner at Baird, as he leads an informative discussion of the key factors to consider when planning for retirement.

Highlights include:

Estimating retirement needs
Understanding resources, including
- Social Security
- Personal Savings
- Employer Plans
- Other Income
Implications of working during retirement
Tax implications for various retirement resources

View the webinar recording

About the Speaker

Sascha Schreiber is a Wealth Planner with the Wealth Planning team at Baird. He is a CFP® professional who works as an extended member of your Financial Advisor’s team providing expertise on challenges affecting high net-worth clients.

Sascha is a graduate of the University of North Carolina at Charlotte and holds a bachelor’s degree in Kinesiology with a minor in business administration. Prior to joining Baird, Sascha served as a Wealth Planning Strategist for BB&T providing integrated financial planning advice and solutions to clients in the greater Kentucky and W. Virginia regions for over seven years. Before joining BB&T, Sascha was a Senior Financial Planning Analyst for approximately seven years in addition to previous industry roles as a Principal, Wealth Management Consultant and Trader.

Sascha currently resides in Louisville, Kentucky and is a father of three children.

About the Speaker

Zach Chamberlain joined Baird in April of 2022 as a Regional Financial Planner in
the Louisville, KY office. As a planner Zach is especially passionate about financial education, risk management, charitable and special needs planning.

Zach holds a bachelor’s degree in finance from the University of
Southern Indiana. As a believer in lifelong learning Zach has
obtained both the Chartered Financial Consultant (ChFC®) &
Certified Financial Planner (CFP®) designations and is an active
participant in the FPA of Kentuckiana volunteering time for the pro
bono financial education programs.

Access more Wealth Strategies recordings