Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 16, 2023
2:00p - 3:00p
WEBINAR
Family Preparedness
Family Preparedness is for everyone. Emergencies can strike quickly and without warning. Are you ready? It’s about control and protection for you and your loved ones not only for people with complex financial lives – family preparedness planning is important to all families.
September 21, 2022
2:00p - 3:00p
WEBINAR
Summer Storms or Hurricanes?
Join Lindsey McKay of McKay Wealth Management and Kezia Samuel, Managing Director of Client Portfolio Management @ AssetMark Trust for an Economic Update.
July 18, 2022
2:00p - 3:00p
WEBINAR
2022 Half-Time Report: Economic Update with City National Rochdale
Join Lindsey McKay and Rachael Crane from City National Rochdale for ongoing updates on the global and national economy.
June 14, 2022
2:00p - 3:00p
WEBINAR
Economic Update June 2022
Please join Lindsey and Rachal Crane from City National Rochdale for ongoing updates on the global and national economy.
May 19, 2022
11:00a - 12:00p
WEBINAR
In The Room with Ben Stein
You’re invited to an exclusive, one-on-one conversation with economist, writer, and comedian Ben Stein. More than Ferris Bueller’s economics teacher, Ben is a respected finance writer with a deep understanding of personal finance and how investors can set themselves up for success in a variety of economic conditions.
April 18, 2022
2:00p - 3:00p
WEBINAR
Monthly Economic update with City National Rochdale
Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale and Lindsey McKay from McKay Wealth Management.
March 21, 2022
2:00p - 3:00p
WEBINAR
Savvy Social Security for Women
Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, married or single, divorced, or widowed, there are certain strategies you can use to give you more benefits over your lifetime
December 13, 2021
2:00p - 3:00p
WEBINAR
CNR-ECONOMIC UPDATE YEAR-END 2021
Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Rachael and Lindsey will discuss the progress we have seen in both the fight against COVID and the effects on market recovery.
October 19, 2021
11:00a - 12:00p
WEBINAR
What The World Will Look Like In 2030?
The world in 2030 may seem a long way off, but at Capital Group and McKay Wealth Management we spend a lot of time thinking about the distant future. Carl will review the seven portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.
September 13, 2021
2:00p - 3:00p
WEBINAR
Economic Update September 2021
Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Rachael and Lindsey will discuss the 3 quarters of 2021 and our continued recovery from the Pandemic.