September 10, 2025
upcoming event
past EVENT
Wealth Management Perspectives with Patrick Rohde | AMASIAN September Learning Series
We’re continuing our AMASIAN Learning Series with a session focused on financial wellness and planning. Patrick Rohde, Financial Advisor at Morgan Stanley, will share his perspectives on wealth management and the benefits of being a Morgan Stanley client.
Wealth Management Perspectives with Patrick Rohde | AMASIAN September Learning Series
📅When: Wednesday, September 10 | 🕛 12:00–1:00 PM CDT
📍Location: Zoom
We’re continuing our AMASIAN Learning Series with a session focused on financial wellness and planning. Patrick Rohde, Financial Advisor at Morgan Stanley, will share his perspectives on wealth management and the benefits of being a Morgan Stanley client.
🧠 What to Expect:
- Experienced guidance on financial wellness and wealth management
- Community-centered insights for thoughtful financial planning
- A welcoming space to learn and ask questions
Patrick is a Madison resident who volunteers as a state board member for the Alzheimer’s Association of Wisconsin and with the Boys and Girls Club of Dane County. He earned his business degree from Valparaiso University and has been in financial services since 2007, including experience at JP Morgan Chase. Outside of work, he enjoys travel, staying active, and spending time with his dog, Gus.
Free to attend. Donations are encouraged to help support our monthly Learning Series and AMASIAN’s ongoing community impact efforts: https://www.zeffy.com/en-US/donation-form/join-amasian-in-creating-change
Grow your financial knowledge and confidence with us! 💼
Zoom Registration Link: https://morganstanley.zoom.us/j/93777076996
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Parking
There is limited parking availability; please carpool or take the bus if possible. Parking at Eagle Heights Community Center indicating visitor's parking areas, "Lot Z," or additional parking areas circled on the map. Please do not park around the curved curb around the Eagle Heights visitors area or in tenant parking areas; your car will get towed.
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