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Rice Financial Group
Team
Engaging and Working with Us
Plans & Pricing
Don’t Keep Us a Secret!
What are We Up to?
Client Experience
Blog
Events
Resources
Financial Planning Topics
FAQ
Credentials & Licensing
Contact Us
Refer Us
Start the Process
Folder: About Us
Back
Team
Engaging and Working with Us
Plans & Pricing
Don’t Keep Us a Secret!
What are We Up to?
Client Experience
Folder: Resources
Back
Blog
Events
Resources
Financial Planning Topics
FAQ
Credentials & Licensing
Contact Us
Refer Us
Start the Process

Mid-Year Market Update with City National Rochdale
Jul
18

Mid-Year Market Update with City National Rochdale

  • Thursday, July 18, 2024
  • 11:00 AM 12:00 PM
  • Google Calendar ICS

Presenter: Robert Meckstroth, Senior Portfolio Manager for City National Rochdale, CFA, CPWA®

Register

During this webinar we’ll be looking back at what’s transpired over the last six months of the year and gain some insight into City National Rochdale's market and economic outlook for the remainder of 2024.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA (www.finra.org) /SIPC (http://www.sipc.org) to residents of [AK, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, MD, MI, MN, MO, MT, NE, NV, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY]. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, Rice Financial Group and City National Rochdale are not affiliated. Ian Rice CA Insurance License #0160954 and Kasey Closs CA Insurance License #0L95623. Please note this webinar is being recorded. This discussion is intended for educational purposes only.

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Jan
25

2024 Market Economic Update with Morningstar

  • Thursday, January 25, 2024
  • 11:30 AM 12:30 PM
  • Google Calendar ICS

Brian Duffy, Portfolio Specialist for Morningstar Investment

Management, LLC

Brian will walk us through Morningstar’s recap of 2023 and provide us insights for their thoughts on the market outlook for the year ahead in 2024.

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Register Here
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Q1 BlackRock Market Update
Apr
20

Q1 BlackRock Market Update

  • Thursday, April 20, 2023
  • 12:00 PM 1:00 PM
  • Google Calendar ICS

Uncertainty in the markets is here to stay. Join us for an insightful seminar presented by Mark Peterson, Director of Advisor Insights at BlackRock. discussing:

  • What history teaches us about epic market events

  • Lessons to learn about time in the market vs. timing the market

  • Areas to consider that might keep you one step ahead in this new environment

Register Here

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. By joining the event, you are consenting to being recorded. BlackRock is not a subsidiary or affiliate of MML Investors Services LLC. CRN202602-3966512

We are licensed to sell insurance products in AK, AZ, CA, CO, CT, FL, HI, IA, ID, IN, LA MD, MI, MN, MO, MT, NC, NE, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WY and securities products in AK, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, MD, MI, MO, MN, MT, NE, NV, NC, OH, OR, PA, TN, TX, VA, WA, WI, WY. We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Individuals outside of these jurisdictions should not attend this event.

This webinar is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. The views and opinions expressed are those of BlackRock, may not be representative of the views and opinions of MML Investors Services or its affiliates, and are set out for informational purposes only. Both past performance and yields are not a reliable indicator of current and future results.

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Retirement Readiness In Person Seminar
Nov
17

Retirement Readiness In Person Seminar

  • Thursday, November 17, 2022
  • 6:30 PM 8:00 PM
  • Sunset Athletic Club (map)
  • Google Calendar ICS

3 ESSENTIAL PERSPECTIVES

FOR RETIREMENT READINESS

Learn more
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Retirement Readiness In Person Seminar
Nov
15

Retirement Readiness In Person Seminar

  • Tuesday, November 15, 2022
  • 6:30 PM 8:00 PM
  • Sunset Athletic Club (map)
  • Google Calendar ICS

3 ESSENTIAL PERSPECTIVES

FOR RETIREMENT READINESS

Learn more
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Retirement Readiness In Person Seminar
Oct
20

Retirement Readiness In Person Seminar

  • Thursday, October 20, 2022
  • 6:30 PM 8:00 PM
  • Beaverton Round Executive Suites (map)
  • Google Calendar ICS

3 ESSENTIAL PERSPECTIVES

FOR RETIREMENT READINESS

Learn more
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Retirement Readiness In Person Seminar
Oct
6

Retirement Readiness In Person Seminar

  • Thursday, October 6, 2022
  • 6:30 PM 8:00 PM
  • Beaverton Round Executive Suites (map)
  • Google Calendar ICS

3 ESSENTIAL PERSPECTIVES

FOR RETIREMENT READINESS

Learn more
View Event →
MidYear Market Update with Blackrock Investments
Jul
20

MidYear Market Update with Blackrock Investments

  • Wednesday, July 20, 2022
  • 12:00 PM 1:00 PM
  • Google Calendar ICS
Register Here

Learn BlackRock’s outlook and economic perspective on the Market Midyear.

We’d love for you to bring your questions.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. By joining the event, you are consenting to being recorded. BlackRock is not a subsidiary or affiliate of MML Investors Services LLC. CRN202212-2545598

This webinar is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. The views and opinions expressed are those of BlackRock, may not be representative of the views and opinions of MML Investors Services or its affiliates, and are set out for informational purposes only. Both past performance and yields are not a reliable indicator of current and future results.

View Event →
January 2022 market update with City National Rochdale
Jan
27

January 2022 market update with City National Rochdale

  • Thursday, January 27, 2022
  • 11:00 AM 12:00 PM
  • Google Calendar ICS

Find out what is important to consider when investing in 2022.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. By joining the event, you are consenting to being recorded. City National Rochdale is not a subsidiary or affiliate of MML Investors Services LLC. CRN202301-1515117

This webinar is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. The views and opinions expressed are those of City National Rochdale, may not be representative of the views and opinions of MML Investors Services or its affiliates, and are set out for informational purposes only. Both past performance and yields are not a reliable indicator of current and future results.

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Nov
10

Estate planning

  • Wednesday, November 10, 2021
  • 12:00 PM 1:00 PM
  • Google Calendar ICS

What do you need to know about Estate Planning?

Common mistakes and how to avoid them.

Register Here

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Jennifer Woodhouse is not affiliated with MML Investors Services, LLC. By joining the event, you are consenting to being recorded.

This event is intended for individuals residing in: AK, AZ, CA, CO, FL, GA, HI, ID, KS, MD, MI, MN, MO, MT, NC, NE, NV, OR, PA, TN, TX, UT, VA, WA, WI, WY. Individuals outside of these jurisdictions should not attend.
If applicable: Ian Rice CA Insurance License #0160954, Brian Wilson CA Insurance License #0F04985, Kasey Closs CA Insurance License #0L95623, Nathan Piers-VanderPloeg CA Insurance License #0K16254 CRN202310-1134045

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Investment Property Q & A with Jay Jaffee, Sales manager (NMLS #108251) of Synergy One Lending, INc. (NMLS #1907235)
Oct
12

Investment Property Q & A with Jay Jaffee, Sales manager (NMLS #108251) of Synergy One Lending, INc. (NMLS #1907235)

  • Tuesday, October 12, 2021
  • 8:00 AM 9:00 AM
  • Google Calendar ICS
Just Houses.jpg
Register Here

Here's a sneak peek at a few of the questions:

1. What kind of property would you like and what are the pros and cons from a lending standpoint?

A) Second residence
B) Long term rental property
C) Short Term Rental property
D) Commercial property


2. Explain how to get a second home or vacation property/rental.

3. Where should people consider getting the down payment?

4. What should we consider as a reasonable vs required down payment?

5. How to choose the goal of the property? Tax benefits, passive income, asset appreciation, some of each?

Please bring your questions or email them to us ahead of time. We look forward to the discussion.

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You have benefits at work....now what?
Sep
14

You have benefits at work....now what?

  • Tuesday, September 14, 2021
  • 12:00 PM 1:00 PM
  • Google Calendar ICS

In this class, you will learn:

  • Why understanding 1978 matters to your benefit choices today (begin with the end in mind)

  • The 5 Mistakes to Avoid this Benefit Season

  • What questions to ask the benefits team and your advisors (insurance, legal, financial, etc.)

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Post election           tax planning
Aug
25

Post election tax planning

  • Wednesday, August 25, 2021
  • 11:00 AM 12:00 PM
  • Google Calendar ICS

Katie Schaffer, CPA will walk us through us through the new

administration changes and what we need to be aware of for 2021.

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Retirement Income Planning
Jul
13

Retirement Income Planning

  • Tuesday, July 13, 2021
  • 8:00 AM 9:00 AM
  • Google Calendar ICS

How to plan to maximize your income in retirement and reduce your chances of running out of money.

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Jun
3

Business Transitions Q & A

  • Thursday, June 3, 2021
  • 12:00 PM 1:00 PM
  • Google Calendar ICS

Do you own a successful family business? Curious to learn more about succession and exit planning?

Join us for an hour-long Q&A panel style discussion with Ian Rice and Scott Philips as they answer your live questions and dive into the top 10 questions they are hearing.

Scott is recognized as an action-oriented leader. With 30+ years of diversified experience in business leadership. His strengths lie in family business transitions, strategic management, business coaching, succession planning, leadership development, employee engagement and productivity, culture, acquisition integration, executive coaching, and revenue generation.

Ian is passionate about teaching people the rules to this crazy game we call life. His expertise lies in his ability to get to know and understand people and help them build flexible strategies for our ever-changing world and lives.

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Finance 101
May
11

Finance 101

  • Tuesday, May 11, 2021
  • 7:00 PM 8:00 PM
  • Google Calendar ICS

Ever wonder why finance is not taught in school? There are so many things we wish we knew 10, 20, 30 years ago. This class will teach you basic finances and a little bit more. Please come with your questions and invite your friends and family. It's never too early or too late to start learning how to make an impact on your financial future.

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April 2021 Market Update with CNR
Apr
23

April 2021 Market Update with CNR

  • Friday, April 23, 2021
  • 12:00 PM 1:00 PM
  • Google Calendar ICS

Join us as we dive into the current market update and get a glimpse of our outlook for the year ahead.

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Good Debt, Bad Debt
Apr
13

Good Debt, Bad Debt

  • Tuesday, April 13, 2021
  • 12:00 PM 1:00 PM
  • Google Calendar ICS

Why is debt viewed as bad?

What constitutes good debt vs bad debt?

How does debt relate to your Mortgage Choices?

Leveraging debt and how to know you have too much.

View Event →
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CHECK THE BACKGROUND OF THIS INVESTMENT PROFESSIONAL ON FINRA’S BROKERCHECK

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA (www.finra.org) /SIPC (http://www.sipc.org) to residents of [AK, AZ, CA, CO, DE, FL, GA, HI, IA, ID, KS, MD, MI, MN, MO, MT, NC, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA]. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rice Financial Group are not affiliated. View Cambridge Form CRS here.

Ian Rice CA Insurance License #0160954 and Kasey Closs CA Insurance License #0L95623

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.

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