There are no events to show
You Are Invited to: Navigating Your Medicare
May 23, 2024 12:00 PM Central Daylight Time - May 23, 2024 01:00 PM Central Daylight Time
Location To Be Determined
Location To Be Determined
Medicare is a complex program with many policies and enrollment processes that can be difficult to understand and navigate. This session will help you understand the guidelines related to Medicare benefits and help you make decisions toward your financial security in retirement.
Social Security Seminar
Apr 25, 2024 12:00 PM Central Daylight Time - Apr 25, 2024 01:00 PM Central Daylight Time
Location To Be Determined
Location To Be Determined
Please join us for an educational webinar on Social Security strategies for all ages and building tax-considerate income strategies for your future. We will discuss how Social Security benefits are calculated, how spousal benefits work and how to maximize your benefits.
The Great Sunset
Mar 28, 2024 12:00 PM Central Daylight Time - Mar 28, 2024 01:00 PM Central Daylight Time
Location To Be Determined
Location To Be Determined
In a few short years, many high-net-worth Americans might be surprised by the possibility of a larger estate tax liability, as well as other significant tax changes with the 2017 Tax Cuts and Jobs Act (TCJA) expiring, or “sunsetting,” at the end of 2025. Join RBC Wealth Management’s Robert Stern, ultra-high-net-worth strategist, to learn more about what expires with the sunset and how we can help support your estate planning surrounding these impending changes.