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
In March's Wealth Strategies webinar, our planning experts walked through how a flexible, well-coordinated retirement income strategy can help you confidently navigate life after your working years.
What You Need to Know:
- Your Retirement Income Sources Will Look Different Than Anyone Else's. No one has the same mix of income sources, expenses, or goals -- meaning your plan should be tailored to what you want your next chapter to look like.
- Taxes Play a Critical Role in How You Generate Income. Understanding how each income source, from pensions to IRAs, fits together is essential to creating the most flexible and tax-efficient "retirement paycheck".
- Social Security Can Meaningfully Affect Your Long-Term Confidence. Social Security serves as the foundation of most retirement income plans. Claiming ages, spousal strategies, and earning limits before full retirement age all influence what you receive.
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.