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.

Digital Defense: Safeguarding Your Identity and Finances
In 2024, the Federal Trade Commission reported more than $12.7 billion in losses due to identity theft and related fraud. As your life becomes increasingly digital, protecting personal and financial information is more critical than ever.
In our latest Baird Wealth Strategies call, we covered how you can stay informed and protected.
What You Need To Know:
- Identity Theft is Evolving. Cybercriminals are using new technology to target your personal and financial information.
- New Scams Are On The Rise. From cryptocurrency to romance scams, awareness is key to protecting your assets and personal information.
- Baird is Here to Help. We partner with you to prevent identity theft through layered defenses designed to keep your data secure.
About the Speakers
Lisa North, Liquidity & Identity Theft Protection Consultant, joined Baird in 1995 and supports Baird’s Cash Management and Identity Theft Programs. She earned her bachelor's degree from Upper Iowa University Cum Laude. Lisa holds FINRA Series 7 & 63 licenses.
Kasi Soto-Gillon, Senior Information Security Risk Analyst, joined Baird in 2021. She holds a bachelor’s degree in accounting and information technology management from the University of Wisconsin—Milwaukee, where she had the opportunity to intern with Baird’s Internal Audit team during her studies. Kasi is a Certified Information Security Manager (CISM), credentialed by ISACA.
Kate Kortsch, President/CEO of KII Consulting, has spent the past twenty-five years in the financial and insurance industry with twenty of those years focusing on identity theft solutions, cyber wellness, and privacy and information security. She is recognized as a subject matter expert and thought leader specializing exclusively in the personal cybersecurity solution space