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2026 Planning Outlook

In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

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Our most popular resources, compiled for you

Whether you are interested in understanding current tax tables or who to list as a a successor Trustee, we have you covered with our most popular and impactful resources below. Not finding what you are looking for? Reach out to us and we can help find what you are looking for.

In-Person Client Education and Appreciation Events

Providing exclusive opportunities to have your questions answered directly by Investment Managers, Market Economists, and other impactful presenters.

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Past Events:

Watch Now: Planning for the Future of Social Security

2025 marks the 90th anniversary of the signing of the Social Security Act. Over the last 90 years, Social Security has paid more than $26 trillion in benefits; today, more than 66 million people rely on the program to support them in retirement. Yet, Social Security has been facing stiff challenges, and its long-term sustainability has been a point of concern for many years. In this video, Tim Steffen, Director of Advanced Planning, breaks down what you need to know about the future of Social Security, and how you can prepare.

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Longevity Resources

Aging is inevitable and it comes with many unseen challenges. This is why we have evolved our practice over the years to bring forth what our clients really want: blending financial services with longevity solutions to offer valuable resources as you grow older. We can help you work longer, maintain social connections, manage your health & wellbeing, provide care to others, and access the necessary resources to age in place.

Find DFCG Trusted Resources for:

Working Longer

CoGenerate.org
Charity Match

Aging In Place

Managing Health & Wellbeing

Providing Care to Others

Maintaining Social Connections

Living Everyday Life

Non-Baird linked websites as well as featured products are not necessarily endorsed by and may have not been vetted by Baird. They are provided for informational and educational purposes only and may not reflect the opinion of Robert W. Baird and Co. Incorporated.
Robert W. Baird & Co. does not have any formal relationships or arrangements with any of the external non-Baird professionals listed. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.