Wealth Strategies Webinar

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.

Building a Flexible Retirement Income Strategy

Join us for March's Wealth Strategies webinar, where our experts will explore practical ways to structure and sustain your income throughout retirement.

You’ll learn strategies to simplify your retirement cash flow, optimize tax efficiency, and build a retirement income approach that supports your lifestyle and goals. We'll also discuss how Social Security fits into your overall income strategy.

Event Details:

Wednesday, March 18, 2026

1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific

Register for the Webinar

About the Speakers

Matt Urbanek, CFP®, CRPC®, CPWA®, is a Wealth Planner and Vice President at Baird, having joined the firm in July 2024. His passion is for helping individuals and families to define purpose in their wealth journey and to ensure that every client has a meaningful and impactful financial plan.

Access more Wealth Strategies recordings