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Brian Westlund

Private Wealth Management, Senior Vice President

PHONE: 425-274-4210

TOLL-FREE: 877-274-4264

FAX: 425-274-4201

ADDRESS:  777 108th Ave NE, Suite 1600, Bellevue,  WA  98004

Baird Wealth Strategies

Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.

Please note dates, times and topics are subject to change.

Upcoming Events


Past Events

Topic: Reviewing Your Life Insurance: Aligning Your Protection With Your Needs

Date: 8/15/2018 12:00 PM

Insurance plays such an integral role in the completion of your wealth management plan. Whether it’s being used to safeguard against the loss of a valuable income source, protect a business interest, provide estate liquidity or any other specialized applications, insurance is central to meeting your objectives. 

But is your insurance performing at an optimal level or have your needs changed? Not only could a personal change prompt the need for a review, but the insurance industry and its products are constantly evolving with new features shaping today’s market. 

Join us for an insightful webinar presentation given by Blake Panosh, Baird’s Insurance and Annuity Manager, who will discuss:

  • How often should you review your insurance plan
  • Does your current plan meet your needs
  • Are you confident that you're maximizing your coverage while minimizing your premium expenses

Register

See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit rwbaird.com

* Dates, times and topics are subject to change