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.

From Discovery To Decisions: Your Estate Planning Experience

Estate planning isn’t a one‑size‑fits‑all exercise – it’s a thoughtful process designed to reflect your priorities, protect your loved ones and bring clarity to life’s most important decisions.

Join us for this month’s Baird Wealth Strategies webinar for insights into a structured estate planning approach and the importance of a coordinated team.

Event Details:

Wednesday, May 20, 2026

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

Register for the Webinar

About the Speakers

Jessica Bell, JD, CPWA®, is a Senior Estate Planner based out of Baird's Winston-Salem office. Jessica spent 15 years as a practicing attorney and has extensive experience in estate planning, estate and trust administration, elder law, and estate litigation.

Linda Grant Smith, CPWA®, CFP®, EA, is a Wealth Strategist at Baird. Linda’s story-like approach to wealth planning is what sets her apart. As a CFP®, she caters to all clients through her creation of visual, calculated, and proactive plans.

Ella Neely, JD, serves as a Senior Trust Strategist at Baird Trust, where she focuses on providing asset management and trust administration services. With her legal background, she offers valuable insights into trust strategies and estate planning, helping clients navigate complex financial decisions.

Sasha Schreiber, CFP ®, is a Wealth Planner with the Wealth Planning Team at Baird. He works as an extended member of your team providing expertise on challenges affecting high net-worth clients.

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