Instructor: Chad Staskal

Chad Staskal
Biography:
Chad Staskal, CFP©, ChFC, CLU

Managing Partner, CEO of Eagle Wealth Management

Since 1997, Chad dedicated his career to helping others through financial planning.  He provides uniquely personalized planning and wealth management services focused on long-term, personal relationships.  He really gets to know his clients, truly cares about their goals and their future, and often works with multiple generations of the same family.

As a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, and Chartered Life Underwriter, Chad believes in the value of education and is always looking for opportunities to keep learning.  He's sought out for his experience and his ability to explain complex financial concepts in easy to understand ways.  From appearing on the news to teaching his courses at Central Oregon Community College, Chad loves to help others understand the complexities of the financial world.

Born and raised in the Midwest, Chad is a graduate of Luther College, located in Decorah, IA.  He and his wife Cami moved to Bend in 2005 to be closer to family and to take advantage of the many outdoor activities Central Oregon has to offer.  He enjoys playing soccer, white water rafting, camping and spending time teaching life lessons to his three girls.

Certifications, Licenses & Registrations:

CERTIFIED FINANCIAL PLANNER™ (CFP)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Investment Advisor Representative
Series 66
Life and health insurance licensed

Classes by this instructor


Personal Retirement Analysis: Retirement Readiness (ages 55+)
If you are nearing retirement or already retired and wondering if you can better define your financial plan, then this course is for you. 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 a personal comprehensive financial plan. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.
November 2-4, 2021, Bend Classroom & Online
Personal Retirement Analysis: Accumulating Wealth - Invest in Yourself (ages 35-55)
Are you in the height of your career and wondering if you're on the right financial path? Create a comprehensive personal financial plan using the #1 financial planning software in the industry, guided by a CERTIFIED FINANCIAL PLANNER™. Discover how to align your values with your financial goals and prepare for your future. Don't miss this opportunity to truly understand your investments and build a plan and the confidence you need to succeed. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.
October 12-14, 2021, Bend Classroom & Online