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.

Topic: Equity Compensation
Date: 3/16/2022 12:00 PM

You’re Invited!
Baird Wealth Strategies Webinar

Equity Compensation

Companies today are using equity compensation as a powerful way to attract high-quality employees and to cultivate an engaged and productive workforce. This type of compensation can take many forms, including Stock Options, Restricted Stock, and Performance Shares and each come with unique rules, tax implications and liquidity challenges.

Employees who participate in their company's equity compensation plan may understand the importance of their participation in such plans but lack proper understanding of what the benefits are or how to maximize their value in the context of their unique situation.

Join Laurence Kluth, Equity Compensation Planning Manager, to learn about how you can provide meaningful advice to clients by integrating these benefits with the client's broader wealth management plans.

Register for the Webinar Here
Password: BSW123

About the Speaker:

Laurence Kluth currently manages and leads the Equity Compensation Planning Team, and partners closely with Private Wealth Management’s (PWM) Financial Advisor teams and clients on the complex and impactful strategies regarding equity compensation. His expertise covers issues related to stock options, restricted stock, 10b5-1 trading plans, and other regulatory topics related to Securities law. Most importantly, he advises on how equity compensation plays a meaningful role in our client’s broader financial lives. Prior to becoming manager of this team in 1999, Laurence served in a variety of capacities at Baird since joining in 1995.

Laurence is a graduate of the University of Wisconsin – Milwaukee, is a member of the National Association of Stock Plan Professionals, and he holds the Series 7 and 63 licenses.

Topic: A 360 view of 360 Wealth - Organizing Your Finances
Date: 2/16/2022 12:00 PM

Baird's Technology Solutions Consultants, Andy Krogstad & Michelle Dowling presented an overview of BairdOnline and 360 Wealth. They explore key features and functionality available to you through the online platform.

Topics for discussion:

• 360 Wealth and Planning
  
• E-Delivery Preferences
  
• Secure Document Exchange
  
• Tax Documents
  
• Account Performance
  
• Account Sharing
  
• Account Nicknames
  
• Account Grouping

View Webinar Recording

About the Speakers:

Andy Krogstad is a Technology Solutions Consultant within PWM Technology Best Practices. This role is dedicated to assisting and educating associates in PWM with key technology platforms used by Financial Advisor teams and their clients.

Andrew graduated with a Bachelor of Letters & Sciences with a focus in Organizational/Professional Communication from the University of Wisconsin-Milwaukee in 2010. Andrew currently holds:

• FINRA Series 6 & 7
  
• 10 Years Financial Services experiences (6+ at Baird)

Michelle Dowling is a Technology Solutions Consultant within PWM Technology Best Practices. This role is dedicated to assisting and educating associates in PWM with the technology platforms Thomson ONE, Baird Wealth Report, and CRM. Our goal is to increase the effectiveness in which these technology platforms are used by Financial Advisors and Client Specialists as they maintain and grow their businesses.

Michelle recently joined Baird after more than a decade in the industry, previously working at Morgan Stanley and Raymond James. Prior to transitioning to financial services, Michelle was a high-school English teacher.

See more Baird Wealth Strategies discussions.

* Dates, times and topics are subject to change