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.
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:
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.