WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

Join us for a review of the maze of Estate Planning Considerations for Retirement Beneficiary Designations in Light of the SECURE Acts.  Scott Grenier and Tim Steffen of Baird Private Wealth Management will review (1) the required minimum distribution rules, (2) spousal rollovers, (3) naming a trust as beneficiary, and (4) tips, tricks and pitfalls every planner should know.

Scott Grenier is the Manager of Tax & Estate Planning for Baird’s Private Wealth Management group, a role in which he oversees Baird’s team of financial and estate planners across the U.S. He works with clients and their financial advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.

Scott joined Baird in 2010 as a Senior Estate Planner and has more than 15 years of financial and estate planning experience. Prior to joining Baird in 2010, he was responsible for providing financial planning solutions to high-net-worth individuals and families at Cleary Gull.

Scott graduated from Hamilton College with a bachelor’s degree in Economics and earned a Master of Science in Financial Services Degree from The American College. He is a CERTIFIED FINANCIAL PLANNER^TM professional, an Accredited Estate Planner through the National Association of Estate Planning & Councils, and a Chartered Advisor in Philanthropy through The American College.

He is a general member and former board president of the Milwaukee Estate Planning Forum, as well as a general member of the Society of Financial Service Professionals, Financial Planning Association and National Association of Estate Planners and Councils

As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important planning issues that impact the clients of Baird. This includes topics related to retirement and estate planning, tax law, executive compensation, business owners, legislative changes, and overall best practices.

Tim originally joined Baird in 1999 serving in a variety of planning- oriented roles. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investments & Wealth Institute (IWI) and the Financial Planning Association (FPA).

Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, Bloomberg BusinessWeek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics and has taught financial planning classes for IWI and at the University of Wisconsin-Madison. Tim also regularly shares his perspectives via Twitter (@TimSteffenCPA) and other social media outlets.