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Baird Wealth Strategies Webinars

Wealth Strategies Webinar Series

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. 

July Webinar

Trust Services

 

Will Hobson and Corliss Taylor, Trust Strategists at Baird Trust, will be highlighting key trust solutions that may benefit high-net-worth individuals.  With their presentation “Estate Planning: From Beginners to Boomers”, Will and Corliss will be focusing on:

What is Estate Planning:

  • Types of estate plans to consider
  • Contractual estate planning
  • Using trusts in estate plans 

SECURE Act and Estate Plans:

  • IRAs in estate plans
  • Beneficiaries of IRAs in estate plans
  • Trusts as beneficiaries in estate plans 


Wednesday, July 19, 2023
Noon – 1 p.m. (CT)

Registration link

June Webinar

Social Security 


The Social Security system can greatly benefit one's family by providing a meaningful source of retirement income. However, Social Security can also be one of the most complex government programs to understand.  This seminar covered eligibility of benefits, how benefits are calculated, benefit claiming strategies and the current outlook of Social Security.  If you are approaching retirement or are approaching a social security claiming decision, we encourage you to watch this recording.

View the webinar recording

About the Speakers

Will Hobson is a Senior Vice President and Trust Strategist for Baird Trust. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Will has over 35 years of experience in trust and estate planning and administration. He is a member of the Kentucky and Louisville Bar Associations. He is also a member of the Louisville Estate Planning Counsel.

Prior to joining Baird Trust, Will spent four years with the law firm of Greenebaum Doll & McDonald in Louisville, where he focused primarily on estate administration, estate planning, and trust administration. Will holds a Bachelor of Science from the University of Tennessee and a J.D. from the University of Louisville. He serves on the Board of Directors for Crescent Hill Community Council, KET-Louisville, and Friends of the Crescent Hill Library. Will joined our firm in 1990.



Corliss Taylor serves as a Trust Strategist for Baird Trust. She provides financial advisors and their clients with an in-depth understanding of the wealth of services offered by Baird Trust. Corliss comes to Baird Trust after more than 16 years of banking, private wealth management, and trust and estate planning experience. She holds the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

Most recently, Corliss worked for Raymond James Trust as a Trust Consultant promoting trust services in the Midwest Region. She also had a heavy focus on charitable planning and philanthropic giving. Corliss also worked with Bank of America Private Bank in the West Central Florida market where she managed a team of associates who specialized in cultivating high-net-worth client relationships and delivering trust and estate planning. She received a bachelor’s degree from Brown University. She also received a master’s degree in business administration and a Juris Doctor degree. Corliss joined our firm in 2023.


About the Speaker

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

Sascha is a graduate of the University of North Carolina at Charlotte and holds a bachelor’s degree in Kinesiology with a minor in business administration. Prior to joining Baird, Sascha served as a Wealth Planning Strategist for BB&T providing integrated financial planning advice and solutions to clients in the greater Kentucky and W. Virginia regions for over seven years. Before joining BB&T, Sascha was a Senior Financial Planning Analyst for approximately seven years in addition to previous industry roles as a Principal, Wealth Management Consultant and Trader

Sascha currently resides in Louisville, Kentucky and is a father of three children.