Live Webinar with City National Rochdale — 5/6/2020
Given our goal to provide you with continued education, we invite you to join Chad Staskal, Managing Partner of Eagle Wealth Management, and the CEO of City National Rochdale, Garrett D’Alessandro, for a private webinar on the economic impact of COVID-19 and what to expect ahead.
This live webinar is exclusively for our Eagle Wealth community only. Don’t miss the opportunity to ask questions and hear directly from the CEO of a firm managing $45 billion in assets. Learn more at myeaglewealth.com/upcoming events or register now.
Wednesday, May 6th, 2020
Webinar Q & A
Please send questions for our speakers to firstname.lastname@example.org prior to May 4th and we’ll do our best to answer them during the webinar.
The webinar is accessed via the zoom.com website so there is no call-in number. Audio and video will not be activated on your computer. Prior to the webinar, please test your system to ensure your computer is compatible.
Not available for the webinar? Go to www.myeaglewealth.com/videos later that week to view the recorded version.
About City National Rochdale
With over 30 years' experience, City National Rochdale (CNR) specializes in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations. Their deeply knowledgeable investment professionals manage over $45 billion in assets, customizing each portfolio to the exact needs of every client.
Create Your Personal Retirement Analysis Class — 9/29/2020
Through rare access to one of the best financial planning softwares in the industry, create a comprehensive personal retirement analysis. Learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies, while clarifying the path you're on. Taught by Chad Staskal, a CERTIFIED FINANCIAL PLANNER™ professional and founder of Eagle Wealth Management, this class is designed to benefit those within a few years of retirement or already retired.
Our May class is cancelled due to COVID-19. Instead, please join us in September for our 3 week long class.
9/29, 10/6, and 10/13, 2020
6:30 pm - 8:30 pm
Central Oregon Community College
We frequently hold educational classes for families as well as business owners. Please check sign up for our newsletter to be notified of our events.