Upcoming Events

Webinars

April 6^th Live Market Update with Mat Hunnicutt and City National Rochdale Portfolio Manager

We invite you to join Mat Hunnicutt, CFP®, Practicing Partner of Eagle Wealth, and City National Rochdale Portfolio Manager, Robert Meckstroth, CFA, for a private webinar on the latest developments and what's ahead for the economy and markets.  In this conversation, we'll examine what's happened in the last month and discuss what to expect this spring. We invite you to join Mat Hunnicutt, CFP®, Practicing Partner of Eagle Wealth, and City National Rochdale Portfolio Manager, Robert Meckstroth, CFA, for a private webinar on the latest developments and what's ahead for the economy and markets.  In this conversation, we'll examine what's happened in the last month and discuss what to expect this spring. Register now.  

Retirement Planning Courses

Create a personal retirement analysis through rare access to one of the best financial planning programs in the industry, guided by a CERTIFIED FINANCIAL PLANNER™. Clarify your current path and learn critical concepts to maximize your retirement dollars and align your financial goals with your values. Walk away with clarity and understanding of your unique situation, and personal retirement plan. This course is best suited for those considering retirement in the next few years, or already retired. Students must attend the first two sessions. The third session will be scheduled as a one-on-one consultation with a financial planner. Couples are encouraged to attend together. Sign up now for this in-person course at Central Oregon Community College.

Spring Classes:  

4/25/23 and 4/27/23 from 6:00 pm – 8:00 pm, plus a one-on-one third class with a financial planner.  (Register now — space is limited)

5/16/23 and 5/18/23 from 6:00 pm – 8:00 pm, plus a one-on-one third class with a financial planner.  (Register now — space is limited)