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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Shred Event

Oct 28, 2023 10:00 AM Eastern Daylight Time - Oct 28, 2023 12:00 PM Eastern Daylight Time
225 Schilling Circle Suite 250 Hunt Valley, MD , 21031

Secure document shredding provided by Chesapeake Paper Systems.


Market Review & Outlook

Aug 30, 2023 11:00 AM Eastern Daylight Time - Aug 30, 2023 12:00 PM Eastern Daylight Time
Location To Be Determined

We invite you to join us for a discussion on our market outlook, key investment themes and the opportunities we see ahead.


Municipal bond market review

Jun 28, 2023 12:00 PM Eastern Daylight Time - Jun 28, 2023 01:00 PM Eastern Daylight Time
Location To Be Determined

We invite you to join our next discussion featuring Mike Roedl –Portfolio Advisor with RBC Wealth Management’s Fixed Income Trade Desk – who will share an update on National Municipal Bonds, where we are today vs. years past and potential opportunities as we look ahead.


RBC Wealth Management Online Client Demo

May 09, 2023 11:00 AM Eastern Daylight Time - May 09, 2023 12:00 PM Eastern Daylight Time
Location To Be Determined

Join us to learn more about the updated RBC Wealth Management Online features and for a demo from RBC Wealth Managements trainers on useful tips and features you can use in digitally reviewing your wealth plans.