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.

Health and Wealth: Navigating the Medicare Maze

Medicare plays an important role in retirement planning, yet many people find the enrollment process, coverage options and costs difficult to navigate.

Join us for an educational discussion designed to help you better understand Medicare and the decisions that can impact both your healthcare coverage and long-term financial plan.

During this webinar, we'll explore:

Understanding Medicare coverage, including Parts A, B and D, and the options available through Medicare Advantage and Medigap
How Medicare premiums, deductibles and IRMAA surcharges can affect healthcare costs and retirement planning
Key enrollment deadlines, special enrollment situations and planning considerations for Health Savings Accounts (HSAs)

Event Details:
Wednesday, September 16, 2026
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific

Register for the Webinar

About the Speakers

Ron Johnson, CFP®, is a Wealth Planner and Vice President in Baird's Wealth Solutions Group. He brings nearly 30 years of financial services experience, including more than a decade focused on wealth planning, and specializes in helping clients navigate complex financial decisions.

Matt Urbanek, CFP®, CPWA®, CRPC®, is a Wealth Planner and Senior Vice President at Baird. With 20 years of financial services experience and more than a decade in retirement and wealth planning, he is passionate about helping individuals and families build purposeful financial plans aligned with their goals and values.

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