The New Retirement Risk: Outliving Your Portfolio
Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?
Financial Education
Retirement Planning Classes
Thinking about retirement? Starting to think about retirement?
This course will help you understand the steps you need to take to ensure a secure future. This 2 or 3-week course for you and a guest, is an educational and interactive class with real-life examples. Click below for full course information, dates and registration.
Baird Wealth Strategies - Client Education Series
The Baird Wealth Strategies Client Educational Series is a monthly webinar designed to offer our clients live education and insights on timely wealth management topics from our various Baird subject matter experts. Click below to learn more and sign up to attend.
Five for Friday – June 5, 2026
Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.
6 Ways To Help Fund a Child’s Financial Foundation
Saving and investing strategies to help your kids and grandkids reach key milestones and build long-term wealth.
"I'm Not Getting Older - I'm Getting Better!"
Why turning a blind eye to aging risks your financial well-being – and what to do about it.
How To Pay for Long-Term Care
Six strategies for an underappreciated but crucial component of retirement planning.
Preparing for Risks at Every Stage of Life
A guide to protecting your assets, from starting your career to retirement.
Pay to Play: Planning for Your Child’s Activities
Make sure your budget is in line with your – and your child’s – expectations and level of interest.
Long-Term Care Insurance: A Beginner's Guide
More than two-thirds of us are likely to need a form of long-term care in our lives. Start preparing for that expense now.
Managing Health Care for an Elderly Loved One
Deciding how to handle a loved one’s health care can be challenging and emotionally taxing. Here’s how to get started.