Upcoming Events

Live Webinars 

    2022 Virtual Halftime Report

    Thursday, July 14th at 1:00 pm

    Register here

    We invite you to join Chad Staskal, CFP®, Managing Partner of Eagle Wealth Management, and City National Rochdale Portfolio Manager, Robert Meckstroth, CFA for a live webinar presentation of our Halftime report.  We’ll revisit what’s happened so far in 2022 and what the second half of the year may bring.

     

    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.

     

    Fall Classes:  

    10/11/22 and 10/13/22 from 6:00 pm – 8:00 pm, plus a one-on-one third class with a financial planner.  (Register now — space is limited)

    11/8/22 and 11/10/22 from 6:00 pm – 8:00 pm, plus a one-on-one third class with a financial planner.  (Register now — space is limited)


    We frequently hold educational classes for families as well as business owners.  Please sign up for our newsletter to be notified of our events.