A Community Website by Lopez Island
Posted by Brian Westlund (RW Baird and Co.)
Lopez Island
425.274.4210
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Retirement Planning
May 1, 2024
to be determined, maybe the library if possible
I was wondering if there was an interest in investing, retirement fundamentals, and estate planning.
I would like to offer a deep dive on helping people understand their investments and exactly how to turn them into retirement.

My focus is primarily helping folks plan for retirement with careful investing, savings and estate planning including understanding the Washington State Estate tax.

In addition, I have the resources and education to help steer young people in the right direction of consistent saving and long term investing.

Let me know if there is an interest in these topics and if there is demand? I have 42 years of experience and would like to help.
Brian Westlund