Baird Wealth Strategies offers live education and insights on timely wealth management topics. Past webinar topics are posted below to view at your leisure. Please note dates, times and topics are subject to change.
February 21, 2024
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.
Manager of Wealth Planning Associates
Charles “CJ” Jessup joined Robert W. Baird & Co. in 2018 as an intern in the downtown Madison, WI office while in his final year at the University of Wisconsin – Madison. CJ graduated in the Spring of 2019 with a Bachelor of Business Administration Degree in Finance, Investment, and Banking from the Grainger School of Business, focusing primarily on Personal Finance and Financial Planning.
Following graduation, CJ joined Baird’s Financial Advisor Foundations Program and subsequently accepted an opportunity with the Wealth Planning Team in February of 2020. CJ earned his Certified Financial Planner® (CFP®) Designation in the Fall of 2020.
CJ has found his passion for creating and monitoring financial plans for all types of clients while leveraging the software, tools, and expertise available at Baird. With particular interest in Social Security planning, he supports Baird clients achieve their goals through developing plan strategy and scenario analysis.
Milwaukee is home to CJ. Outside of work, he coaches a middle school basketball team and supports the area high school’s junior development program. He is an avid reader, podcast listener, walker, golfer, and local sports fan.