Patrick Maguire

Managing Partner ,

Eagle Rock, A Greenberg and Rapp Company

At Eagle Rock, A Greenberg & Rapp Company, being comprehensive means more than offering a complete range of financial services and products. We are defined by knowing our clients well enough to do what benefits them most. We not only help meet financials goals, but work tirelessly to avoid problems and capture opportunities. And we do so through each stage of financial life: accumulation, preservation, distribution, and transference.

Specialities: Wealth Creation, Planning, Management and Protection; Estate Planning, Investment Planning, Insurance Planning, College Planning, Asset Allocation; Defined Contribution Plans, Defined Benefit Plans, IRA’s, 401k, 403B, Non-Qualified Plans, Executive Plans, Stock Options, Key Employee Retention, Retirement Planning.

Patrick Maguire's Sessions

Breakout Session – Hot Seats & Hard Questions: Navigating Our Profession’s Most Contested Terrain

Our industry is under a microscope — and this session doesn’t look away.

From regulatory and reputational scrutiny to the ongoing debate over product illustrations and integrity–our profession is navigating a convergence of pressure points that demand honest, informed dialogue.

This is not a panel of prepared remarks and safe answers. Hot Seats & Hard Questions is a moderated open discussion where the most sensitive, contested, and consequential issues facing our profession today are put squarely on the table — and examined without the spin.

Come ready to engage.

Patrick Maguire

Patrick Maguire's Sessions

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