Log in

The Essential Hub of our Financial Planning Community.


Empower financial planners by connecting them with the resources necessary to elevate their community impact.

What can we connect you with today?

"A New Normal: FI Strategies in a Higher-for-Longer Rate Environment"

  • 25 Sep 2024
  • 4:00 PM - 5:00 PM
  • Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685
  • 20 registrants

Registration

Registration is closed


"A New Normal: FI Strategies in a

Higher-for-Longer Rate Environment"


 

   Connor J. Bauer, CPWA(R)

Investment Consultant

 City National Rochdale

  

  Andrew J. Austin, CFA, CPWA(R) 

Portfolio Manager

City National Rochdale

                                                      

City National Rochdale will be shedding light on the transformational change in the interest rates that has occurred over the pass few years, sharing insight on how this secular change affects the economic landscape. We will also lay out strategies within investment grade tax/muni, HY Bonds and private credit that we feel can help optimize client portfolios moving forward.



https://Zoom.us/Join

Meeting ID:   710 131 6685

Passcode (if needed): FPAGP


Your essential Hub to our Financial Planning Community.

We connect CFP(R) and associated professionals to the resources they need and the people who need them.

Program is Approved for one (1) hour of   CE credit


Financial Planning Association (FPA) is a national 501(c)(6) non-profit organization.  FPA is Your Partner in Planning TM.

FPA Arizona (FPAAZ) is a state based 501(c)(6) organization, affiliated with FPA via a Chapter Charter and License agreement.

PO Box 4130, Scottsdale AZ 85261 Ph:  480-483-9035 Hours:  M-Th: 9 - 5  Fr: 9 - 1 


Copyright Notice: © 2024:  FPA Arizona reserves all rights to website published original content. 

Our Terms of Use prohibit website users from posting other copyrighted material without prior express written authorization.

  • Home
  • "A New Normal: FI Strategies in a Higher-for-Longer Rate Environment"