Wealth Strategies Webinar

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.

December Webinar

No Call - Winter Break

Happy Holidays!

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November Webinar

Year-End Tax Planning

Year-end is always an opportune time to think about tax and other planning strategies. In this webinar Baird’s Senior Tax Strategist, Kelsey Clair, discusses what’s top of mind as it relates to advanced planning. Topics covered include:

Legislative updates
2026 tax landscape
Charitable giving ideas
Roth conversions
Other important year-end reminders

Webinar Recording

About the Speaker

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About the Speaker

Kelsey Clair, CPA

Kelsey Clair joined Robert W. Baird & Co. in 2020. Kelsey is currently the Senior Tax Strategist for Baird’s Private Wealth Management Group. Kelsey's role focuses on identifying strategic planning opportunities based on a client's current and future tax situation. She is also responsible for researching, writing, and speaking on important tax issues that impact Baird clients.

Access more Wealth Strategies recordings