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.
Wednesday, March 22nd
Noon – 1 p.m. (CT)
This session will address everything you need to know about Roth IRAs – regular contributions, backdoor contributions, conversions, withdrawals, IRAs and 401ks, and all the rules – the 5-year, the other 5-year, the 10-year, the pro rata – plus planning strategies around all of these. Hosted by Tim Steffen, Director of Advanced Planning.
This presentation is focused on protecting your assets and wealth management plan so you can remain focused on your long-term goals and aspirations. Whether it’s being used to safeguard against the loss of a valuable income source, protect a business interest, provide estate liquidity or a potential long term care event, insurance planning is central to meeting your objectives. Developing and reviewing your life insurance and long-term care (LTC) plans are critically-important to provide the peace of mind that your wealth management plan is protected.
Blake Panosh and Erica Kroll discussed the need to safeguard against these potential threats to your portfolio and your wealth management plan.
Tim Steffen originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
About the Speakers
Blake Panosh joined Baird in 2006 and manages the day-to-day marketing efforts of insurance and annuity solutions to Baird Financial Advisors and their clients. Additionally, he oversees strategic planning for Baird’s Insured Solutions department. Blake and his team take a unique independent, objective and consultative approach to providing insurance-based solutions to clients. They employ a needs-based approach and help clients understand the potential solutions available to them – whether those solutions involve the use of insurance or not. They take great pride in delivering the best possible outcomes for clients based on their current and future needs, goals and objectives. Prior to joining Baird, Blake was a Marketing Director for PDI Financial where he provided life, fixed annuity, and long-term care solutions to financial advisors and their clients. He was also a Sales Representative for Sentry Insurance, a role in which he marketed and sold property and casualty insurance to individuals and businesses.
Blake has a BA in Communications from the University of Wisconsin-Madison. He is a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and holds his property, casualty, life and health licenses, along with his FINRA series 6, 7 and 63.
Erica Kroll joined Baird in 2003, where she is responsible for supporting Baird Financial Advisors and their clients with their insurance based planning needs. By working through the Baird Wealth Management process in a consultative manner, Erica is able to incorporate insurance into the overall financial plan to enhance the client’s goals and objectives. Prior to joining Baird, Erica worked at Banc One Insurance Services supporting the sales and marketing efforts of their life insurance and annuity solutions. Erica is a Chartered Life Underwriter (CLU®) and has advanced education in long-term care planning. She also holds the FINRA Series 6 & 63 licenses, along with the Wisconsin life and health licenses. Erica, her husband Erik and their daughter Haley reside in Vernon, WI. She and her family enjoy spending time outdoors fishing and camping.