Healthcare in Retirement webinar Series
Click Below to View the webinar Recordings:
Medicare 101 Webinar (Click here for Recording)
Topics for discussion:
Understanding Medicare Parts A & B
What is Medicare Advantage and how does it compare?
Medicare Part D - Drug Coverage
How to Choose a Coverage Option
Most Common Supplement Options
IRMAA - What is it and how to potentially appeal?
Options and requirements if you are working past age 65
Medicare Simplified
Pre-65 Health Insurance Webinar (Click here for Recording)
Topics for discussion:
Healthcare Options in Early Retirement, including retiree benefits, COBRA, Short Term Major Medical, Healthcare Sharing, and the Marketplace.
What are the potential costs and how does that compare to your current coverage?
How federal tax credits are making it more affordable than ever.
Who is guaranteed issue and how do pre-existing conditions impact coverage?
A 360 view of Baird On Line - Organizing Your Finances - added 2/23/2022
Please join Baird's Technology Solutions Consultants, Andy Krogstad & Michelle Dowling for an overview of BairdOnline and 360 Wealth. We’ll explore key features and functionality available to you through the online platform.
Topics for discussion:
- 360 Wealth and Planning
- E-Delivery Preferences
- Secure Document Exchange
- Tax Documents
- Account Performance
- Account Sharing
- Account Nicknames
- Account Grouping
Safeguard Your Digital Estate - added 12/22/2021
If you died, what would happen to your email archives, social profiles and online accounts?
Medicare
Medicare Open Enrollment is approaching quickly (Oct. 15th – Oct. 31st) may be top of mind for many. Additionally, for those who are at/approaching Medicare age and often seek trusted professionals to assist them through filing and enrollment.
Baird’s Financial Planner, Laura Davis, and Baird’s Healthcare Partner, Alex Tolbert from Bernard Health, discussed Medicare planning to help you as listeners be prepared to navigate Medicare in general, open enrollment, share common misconceptions and mistakes, and highlight opportunities for you to consider. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
Social Security 101
The Social Security system can greatly benefit one's family by providing a meaningful source of retirement income. However, Social Security can also be one of the most complex government programs to understand.
Kara Endres covered the basics on Social Security, including:
- eligibility of benefits
- how benefits are calculated,
- benefit claiming strategies, and
- the current outlook of Social Security.
If you are approaching retirement or are approaching a social security claiming decision, this webinar is just for you!
Education Planning
One of the areas that the COVID-19 pandemic has had a pronounced impact on is the area of education. Students are learning in different ways and online and virtual education has never been more prominent.
Jeannette Haen and Christopher Dolan discussed how the current pandemic could affect the college experience, college costs and education planning going forward
Charitable Giving Landscape & Strategies
No matter the stage of financial planning you’re in, many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.
Join us for this timely webinar, where Christopher Dolan, MBA, CFP®, Financial Planner at Baird, will cover what you need to know about the current charitable giving landscape in the United States, and what strategies can be implemented when giving.