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 

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

There are no events to show

technology image

Roth Conversions with Robert Stern

Jun 18, 2025 02:00 PM Central Daylight Time - Jun 18, 2025 03:00 PM Central Daylight Time
Location To Be Determined

Join us for an education seminar on Roth conversion strategies where we will discuss best practices and tips

Social Security Strategies with Griffin Geisler

May 15, 2025 12:00 PM Central Daylight Time - May 15, 2025 01:00 PM Central Daylight Time
Location To Be Determined

Please join us for an educational seminar on social security strategies for all ages.

2025 Market Update with Rob Sluymer

Apr 17, 2025 12:00 PM Eastern Daylight Time - Apr 17, 2025 02:00 PM Eastern Daylight Time
Location To Be Determined

Join Rob Sluymer strategist at RBC Wealth Management for an engaging education presentation. 

Cybersecurity and Fraud

Mar 20, 2025 12:00 PM Central Daylight Time - Mar 20, 2025 01:00 PM Central Daylight Time
Location To Be Determined

Join us for a presentation on how to protect yourself and your loved ones from fraud and scams.