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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: 360 Wealth on Baird Online

Date: 6/20/2018 12:00 PM

Featured Speaker: Ryan Zutter, Manager of PWM Technology Solutions

The newest feature now available on Baird Online is called 360 Wealth, a tool that allows you to securely view all of your finances in one place online, providing a complete picture of your net worth and consolidated view of all of your accounts.

360 Wealth also helps you manage your day-to-day finances while keeping you on track to meet your long-term wealth management goals.
Join us for an insightful webinar presentation given by Ryan Zutter, Manager of PWM Technology Solutions at Baird. Ryan will be discussing the easy steps to get started on 360 Wealth, all of the exciting features this new tool has to offer and how it can help keep you on track for your long-term goals.


Register

Topic: Aging in America

Date: 05/16/2018 12:00PM

Featured Speaker: Brian Petranick, President & CEO, RiseMark Brands

The majority of adults, if given the choice, want to live at home as long as possible. However, aging in place requires careful thought and planning. What factors should you be considering as you plan for your golden years?

Join us for an insightful presentation given by a true expert in the aging process, Brian Petranick, CEO of RiseMark Brands. Brian will be discussing the significant demographic changes on the world’s horizon, what the future looks like for our aging population, how the U.S. is addressing this crisis and what you need to be thinking about as you prepare for you golden years.

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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