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seminar

Social Security Benefits Seminar

Apr 24, 2025 02:00 PM Eastern Daylight Time - Apr 24, 2025 04:00 PM Eastern Daylight Time
Valleybrook Country Club 425 Hidden Valley Road Canonsburg, PA , 15317

The Gregory-Clackson Group invites you to a Social Security benefits seminar.

Join us for a Social Security benefits educational seminar with guest speaker Vice President Dave Harris of the Insights & Solutions Field Team of Nationwide.

Hosted by:

The Gregory-Clackson Group

 

Guest speakers:

Dave Harris - Vice President

Insights & Solutions Field Team

Nationwide

 

Location:

Valley Brook Country Club

425 Hidden Valley Road

Canonsburg, PA 15317

(724) 746-9000

 

Date and time:

Thursday, April 24, 2025

6:00 p.m. – 8:00 p.m. (ET)

 

There will be light appetizers and beverages

 

You can RSVP to Trish Rooney at patricia.rooney@rbc.com or 724-745-8182.

 

We hope to see you there.

 

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.© 2025 RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. All rights reserved. © RBC Capital Markets, LLC. All rights reserved. Privacy & Security

 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. And providing the financial guidance that’s right for you is central to everything we do at RBC Wealth Management. We can assist you in the following areas:

  • Planning for retirement
  • Creating an income during retirement
  • Maintaining your lifestyle
  • your family or income
  • Working with attorneys on estate planning

We also offer a broad range of services to help individuals and business owners accomplish their financial goals.

Our approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding your financial objectives
  • Gathering your current financial information
  • Developing smart, time-tested strategies
  • Implementing thoughtful and creative solutions
  • Providing timely, ongoing service

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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    Financial security begins by building a plan you can trust

    At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.


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    Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

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    Disclosures

    Neither RBC Wealth Management, a division of RBC Capital Markets, LLC, nor its affiliates provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

    RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

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