2025 Texas North virtual call schedule

To register and receive more information, contact us and please refer to the session you wish to attend.

Contact us 

Thursday, January 30, 12 p.m. (CT)

Wealth Management Online at RBC with Christie Grandbois, Director of Technology Engagement & Adoption at RBC Wealth Management 

Tuesday, February 18, 12 p.m. (CT)

Global Insight Monthly with Kelly Bogdanova, Vice President - Portfolio Analyst at RBC Wealth Management

Thursday, March 20, 12 p.m. (CT)

Cybersecurity and fraud with Tara Ambrose, Vice President and Senior Manager of Client Risk Prevention at RBC Wealth Management

Thursday, April 17, 12 p.m. (CT)

2025 Market update with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management

Thursday, May 15, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Wednesday, June 18, 12 p.m. (CT)

Roth conversion strategies with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, July 24, 12 p.m (CT)

Market update with Alan Robinson, Vice President, Global Portfolio Manager at RBC Wealth Management

Thursday, August 21, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 25, 12 p.m. (CT)

Market update with Janet Engels, head of the Portfolio Advisory Group at RBC Wealth Management

Thursday, October 16, 12 p.m. (CT)

Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management

Thursday, November 20, 12 p.m. (CT)

Financial transitions and milestones with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, December 11, 12 p.m. (CT)

Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management

Texas North Complex in Action

 

PAWS for VetsPAWS for Vets

RBC Wealth Management’s Dallas Complex is working with the paws4people Foundation’s paws4vets program, which trains Assistance Dogs for wounded veterans and active-duty service members. Each branch is sponsoring a certified Veteran Client/Assistance Dog Team transforming the lives of the veterans and their families.  Contributions make such a significant impact in the life of the veterans and their families who have given so much to us … it’s time to give back. We offer our sincerest thanks to you for your generosity and support. Go to www.paws4people.org/RBC-Dallas to learn more. 

Align with a company that shares your values

What do you love most about being a financial advisor? With RBC Wealth Management, you’ll have the unparalleled strength and stability of RBC behind you, as well as access to our world-class professionals, tools and resources to help you succeed. Contact us today to discover how you can help your clients prepare to accomplish the goals they care about most. Because we believe as you do that the best returns are more than financial.