Wealth Strategies Webinar

Wealth Strategies Webinar Series

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.

In May's Wealth Strategies webinar, our planning experts explored how a thoughtful, well-coordinated estate plan can bring clarity, protect loved ones, and ensure your wishes are carried out – during your lifetime and beyond.

What You Need to Know:

Estate Planning Is Personal by Design. Effective estate planning starts with a thorough discovery process that helps us understand your goals, family dynamics and priorities.
Coordination Matters More Than Any Single Document. Our coordinated, team-approach helps ensure documents, beneficiary designations and ownership structures work together as intended.
Planning Today Creates Flexibility for Tomorrow. We can work together to build an estate plan with the flexibility to support evolving charitable priorities, business transitions, or incapacity.

Watch the Recording

About the Speakers

Jessica Bell, JD, CPWA®, is a Senior Estate Planner based out of Baird's Winston-Salem office. Jessica spent 15 years as a practicing attorney and has extensive experience in estate planning, estate and trust administration, elder law, and estate litigation.

Linda Grant Smith, CPWA®, CFP®, EA, is a Wealth Strategist at Baird. Linda’s story-like approach to wealth planning is what sets her apart. As a CFP®, she caters to all clients through her creation of visual, calculated, and proactive plans.

Ella Neely, JD, serves as a Senior Trust Strategist at Baird Trust, where she focuses on providing asset management and trust administration services. With her legal background, she offers valuable insights into trust strategies and estate planning, helping clients navigate complex financial decisions.

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

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