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Wealth Management Online Walk-Through with Christie Grandbois

Jan 30, 2025 12:00 PM Eastern Standard Time - Jan 30, 2025 01:00 PM Eastern Standard Time
Location To Be Determined

Join Christie Grandbois, head of technology engagement and adoption at RBC Wealth Management, for an introduction to Wealth Management Online (WMO) and a discussion about Total Wealth. For more information on this event and a link to access the call, please contact Kathy Cuellar.

2025 Market Outlook Dinner

Jan 29, 2025 06:00 PM Central Standard Time - Jan 29, 2025 08:00 PM Central Standard Time
4900 Greentree Boulevard Midland, Texas , 79707

Please join us as we sit down to discuss the market for 2025 with one of RBC Wealth Management's key technical strategists, Robert Sluymer. Dinner will be provided. We hope to see you there. 

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