Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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2024 Outlook – navigating stock and bond market crosscurrents

Jan 31, 2024 06:00 PM Eastern Standard Time - Jan 31, 2024 07:00 PM Eastern Standard Time
Location To Be Determined

Join us for a virtual market update on the outlook for 2024. We will also provide information on tax-law updates. During the event you will be able to type in any questions you have. As always, you are invited to email us any questions you have beforehand too.

Please RSVP to Liam Hurley either via phone or email.

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Money Matters for Young Professionals

Sep 06, 2023 06:00 PM Eastern Daylight Time - Sep 06, 2023 07:30 PM Eastern Daylight Time
Webex Event, Virtual

As you start your career, family and household, you probably face many financial challenges that weren’t present for your parents or grandparents at the same age. We have a new Wealth Insights brochure, specifically addressing those challenges, and it’s available to help you navigate the fundamentals of wealth building.

Please join us for a virtual event Wednesday September 6th at 6PM ET for a seminar where we will discuss some key points around financial literacy.

Our goal is to help every member of your family plan their wealth journey, so please contact Liam to RSVP at Liam.Hurley@rbc.com.

 

Sincerely,

Jeff, Ellen, Molly & Liam