The Brent Group Speaker Series: End of year tax considerations, legacy planning and charitable giving

Oct 18, 2022 11:00 AM Eastern Daylight Time - Oct 18, 2022 12:00 PM Eastern Daylight Time
Location To Be Determined

Join us to review potential strategies as we approach year end from a tax-considerate, estate planning services and charitable giving perspective.

RSVP

The Brent Group Speaker Series: Long-Term Care Insurance Review

Jul 26, 2022 11:00 AM Eastern Daylight Time - Jul 26, 2022 12:00 PM Eastern Daylight Time
Location To Be Determined

Please join The Brent Group for an informational session discussing the landscape of long-term care insurance, alternatives to traditional policies and where long-term care insurance may fit into your wealth planning process. Our guest speaker will be Adele Zilber, Vice President High Capital Brokerage.


The Brent Group Speaker Series: Elder Care Update with Danny O'Brien from Avila Home Care

May 24, 2022 11:00 AM Eastern Daylight Time - May 24, 2022 12:00 PM Eastern Daylight Time
Webex Hunt Valley, MD

We invite you to join us for a discussion on home and elderly care options for families as an alternative to senior living facilities. Our speaker, Danny O’Brien, founder and CEO of Avila Home Care, will also highlight various cost structures, implications for younger generations as they plan for aging parents or grandparents and a quick overview how Avila Home Care serves the Mid-Atlantic region.


The Brent Group Speaker Series: Big Ideas in Technology for 2022 with ARK Funds

Apr 26, 2022 12:00 PM Eastern Daylight Time - Apr 26, 2022 01:00 PM Eastern Daylight Time
Location To Be Determined

We invite you to join The Brent Group and ARK Funds for a discussion on disruptive technologies and the impacts of innovation across the global economy. Our featured speaker with Matt Murphy, Vice President and Product Specialist with Resolute Investment Managers, Inc. We ask that you please send any questions directly to yale.hoffberg@rbc.com before/and during the presentation. 


The Brent Group Speaker Series: The convergence of retirement health care and wealth planning

Apr 05, 2022 11:00 AM Eastern Daylight Time - Apr 05, 2022 12:00 PM Eastern Daylight Time
Location To Be Determined

Join us for a virtual meeting providing a retirement health care overview. We will discuss Medicare, estimating health care costs in retirement, timing your enrollment and additional planning considerations.


The Brent Group Speaker Series: Social Security Key Things to Know for 2022

Mar 29, 2022 10:00 AM Eastern Daylight Time - Mar 29, 2022 12:00 PM Eastern Daylight Time
Webex Virtual, Link

Join us for this educational session designed to help you make a well informed, tax-conscious decision about when to begin Social Security and coordinate it with your other sources of income.


The Brent Group Speaker Series: Estate Planning Review with Les Williams

Feb 08, 2022 12:00 PM Eastern Standard Time - Feb 08, 2022 01:00 PM Eastern Standard Time
Location To Be Determined

We invite you to attend our first event Tuesday, February 8th at 12pm on Estate Planning featuring Les Williams, Wealth Strategist with RBC Wealth Management (full bio attached). Les has been a tremendous resource for our team when it comes to all things Estate Planning. His experience and expertise has benefited many of our clients to help solve their most complex family, charitable and business plans. Les will review the key items for an estate plan, as well as areas that involve additional preparation.