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.
April 17, 2024
Join us for an insightful webinar where we'll explore the crucial aspects individuals should keep in mind when transferring their wealth. Whether you're planning for the future or currently navigating the complexities of wealth transfer, this session will provide valuable guidance and expert advice. Our panel of seasoned professionals will cover topics including tax implications, estate planning strategies, family dynamics, charitable giving, and more. Don't miss this opportunity to gain the knowledge and tools you need to make informed decisions and secure your legacy. Register now to reserve your spot!
Manager, Tax & Estate Planning
Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently the Manager of Tax & Estate Planning for Baird’s Private Wealth Management Group. Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high-net-worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.
Scott graduated from Hamilton College with a Bachelors Degree in Economics and earned a Master of Science in Financial Services Degree from The American College. Scott is an Accredited Estate Planner through the National Association of
Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College and a CFP® Professional. Scott served on the Board of Milwaukee Estate Planning Forum and is a
current member of the Milwaukee Estate Planning Forum, member of the Society of Financial Service Professionals and a member of the Financial Planning Association in Southeastern Wisconsin.
Michael Oehler is a Wealth Strategist supporting clients and advisors in Baird’s Western market. He has over 20 years of experience advising clients on their estate, tax, financial and wealth planning needs.
Prior to joining Baird, Michael was a Senior Wealth Planning Strategist and Trust Fiduciary Advisor for 16 years at Wells Fargo Private Bank and five years at US Bank Private Wealth Management. He earned a Bachelor of Arts from Brigham Young University, a Master of Laws in Taxation from the University of Washington School of Law and a Juris Doctor from the University of Utah, S.J. Quinney College of Law.
He is a member of the State Bar of California and the Utah State Bar, not currently practicing. He is also a member of the Sacramento Estate Planning Council where he served as a Board Member from 2014 through 2020.
Working with your Financial Advisor, Michael’s planning expertise will help you develop and implement customized wealth planning solutions based on a thorough understanding of your personal values, asset growth, wealth transfer goals and vision for your legacy.
Charitable Solutions Strategist
Johnathan Raymon, J.D., CTFA, CAP is a Senior Vice President and Charitable Solutions Strategist for Baird Trust. He provides trust administration and client service, focusing on charitable trusts and charitable organizations. He has 10 years of experience in the investment industry and holds the Certified Trust and Fiduciary Advisor designation and the Chartered Advisor in Philanthropy (CAP) designation. Jonathan is a member of the American, Kentucky, and Louisville Bar Associations and a member of the Taxation Section of the Louisville Bar Association, previously serving as Chair.
Sascha Schreiber is a Senior Financial 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.