Brian Westlund

Senior Vice President
Private Wealth Management

Bellevue Office
Phone: (425) 274-4210
Toll Free: (877) 274-4264
Fax: (425) 274-4201
Email Me
777 108th Ave NE
Suite 1600
Bellevue, WA 98004
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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 Topics:
DateWealth Management Topic

Past Topics:

Strategic Social Security: Maximize Your Potential

Featured Speaker: Rich Braun, CFP®, ChFC®, CASL®, CLU®, Senior Financial Planner

Most of all Social Security participants (a mere 90%) are unable to maximize their benefits...and they aren't even aware! Knowledge is the first step towards unveiling your retirement income potential. So let's make that step together by joining Rich Braun, one of Baird's respected Financial Planners, in this informational presentation on strategic Social Security planning.

Implications of Elder Law and Medicaid Planning: What It Means For You

Featured Speaker: Peter Walsh, Award Winning Attorney

Attorney Peter Walsh is a member of the Financial Services & Capital Markets team at Husch Blackwell specializing in estate and asset protection planning. Awarded The Best Lawyers in America, Elder Law, 2018, Peter has a broad understanding of Elder Law and Medicaid. We are thrilled to have him, and invite you to listen along.


Financial Planning in a Changing Tax Environment: The Tax Cuts & Jobs Act

Featured Speaker: Tim Steffen CPA/PFS, CFP®, CPWA®, Director of Advanced Planning

You're invited to join us for this exclusive webinar with Baird's Director of Advanced Planning, Tim Steffen, to discuss the final bill that came out of Washington and how it impacts the following:

  • Your income tax situation
  • Estate Planning
  • Education Funding
  • Investment Planning, and more. 


Year-End Tax & Financial Planning Strategies

Featured Speaker: Tim Steffen CPA/PFS, CFP®, CPWA®, Director of Advanced Planning

You're invited to join us for this exclusive webinar with Baird's Director of Advanced Planning, Tim Steffen, who will review some of the important factors to consider when looking at your year-end tax and financial planning. During the webinar, Tim will cover a number of topics, including:

  • Any significant law changes and IRS rulings for 2017
  • Year-end investing and financial planning strategies to help you manage your tax liability
  • A look ahead to what could happen in 2018


Bull & Baird

Featured Speaker: Michael Antonelli, Managing Director

This exclusive webinar with Mike Antonelli, author of the nationally acclaimed blog Bull and Baird,  discussed the latest market trends with a dose of humor and wit.


Understanding Medicare Benefits

Featured Speaker: Brian Ellenbecker, Senior Financial Planner

You're invited to join us for this exclusive webinar with Baird Senior Financial Planner, Brian Ellenbecker, who will discuss Medicare plan benefits and how Medicare may fit into your broader retirement planning strategy. This seminar is useful to anyone thinking about, planning for or already in retirement.


Financial Literacy

Featured Speaker: Brian Levitt, Senior Investment Strategiest - Oppenheimer Funds


Interacting With Baird Technology

Featured Speaker: Baird PWM Technology Experts


Planning For Long Term Care

Featured Speaker: Steven M. Cain, CLTC National Sales Leader, Highland Capital


Interview Skills Workshop

Featured Speaker: Mark Ferro, SVP, Divisional Sales Manager, Oppenheimer

This exclusive webinar with Mark Farro, Divisional Sales Manager for Oppenheimer Funds, offered countless interview tips and best practices for recent graduates seeking to differentiate themselves in a competitive job market.


Estate Planning for Digital Assets

Featured Speaker: Rick Holman, J.D., CFP®, CLU®

We recently sat down with Rick Holman, Senior Estate Planner at Baird, to discuss some of the critical factors to consider when drafting a digital estate plan. While you may already have some of your conventional estate planning done. A will drawn up. An executor of your estate named. What about your digital assets? Rick covers many of the reasons why having a digital estate plan is important, as well as some simple steps you can take to begin making those plans.


Understanding Social Security and Strategies to Maximize Your Benefits

Featured Speaker: Scott Grenier, CFP®, AEP®

This is an exclusive webinar with Baird Senior Estate Planner, Scott Grenier, who will discuss Social Security benefits, how they may fit into retirement planning strategies, and simple strategies to employ to maximize benefits.


See more Baird Wealth Strategies discussions.

To register or access other past recordings please visit

* Dates, times and topics are subject to change