Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Social Security and Medicare

Social Security and Medicare

Oct 11, 2022 04:00 PM Eastern Daylight Time - Oct 18, 2022 04:00 PM Eastern Daylight Time
Location To Be Determined

Join us for two virtual presentations on Social Security and Medicare, presented by the Hagerstown Branch. Please contact our office for more details on how to attend.

Session #1: Health care and wealth planning

Tuesday, October 11th, 2022 | 4 p.m. ET

In this presentation you'll learn about:
•    Medicare
•    Estimating retirement health care costs
•    Health savings accounts
•    Retirement income considerations
Guest speaker: Peter Stahl, CFP®, President of Bedrock Business Results
Session #2: Social Security

Tuesday, October 18th, 2022 I 4 pm. ET

In this session you'll learn about: 
•   How Social Security benefits are calculated
•   How spousal benefits work
•   How to maximize your overall benefits
Guest speaker: Griffin Geisler, CFP®, MBA, RICP, Wealth Planning Consultant, RBC Wealth Management

BIG Client Appreciation Party

BIG Client Appreciation Party

Sep 14, 2022 03:00 PM Eastern Daylight Time - Sep 14, 2022 07:00 PM Eastern Daylight Time
Big Cork Vineyards 4236 Main Street Rohrersville, MD , 21779

Back by popular demand! To honor you, our valued client, you and your family are invited to join us for a relaxed afternoon of food and fun set on the picturesque knoll that is Big Cork Vineyards. Heavy hors d'oeuvres and drinks will be provided, as well as live music for your enjoyment.

riverboat black and white image

2022 Lunch and Learn Series

Jun 23, 2022 12:00 PM Eastern Daylight Time - Jul 22, 2022 12:00 PM Eastern Daylight Time
Washington County Free Library 100 South Potomac Street Hagerstown, MD , 21740

Please join us for our 2022 Lunch and Learn series. Both events will take place at the Washington County Free Library, Alice Virginia and David E. Fletcher Branch in Community Room 1 - 308.

The C&O Canal Meets the Railroad in Williamsport

Thursday, June 23, 2022 | 12 p.m. ET

Explore the history of how the intersection of the C&O Canal and the railroad impacted Williamsport. Presented by Randy Anderson, local historian

Tracing Your Family Roots - An Introduction to Genealogy

Friday, July 22, 2022 I 12 pm. ET

Learn tips for tracking and charting where you came from and discovering your ancestors. Presented by Carol Miller Schultz, adjunct faculty, Hagerstown Community College.

Shredding Event

Shredding Event

Apr 02, 2022 09:00 AM Eastern Daylight Time - Apr 02, 2022 11:00 AM Eastern Daylight Time
Longmeadow Shopping Center 1537 Potomac Avenue Hagerstown, MD , 21742

Bring any unwanted papers to the Longmeadow Shopping Center, where we will have a shredding truck available for your use. It is our way of giving back to our clients and our community, and a great way to help protect your identity. Please look for the RBC Wealth Management signs and the All Shred truck located near CVS.

Please note that documents may not be dropped off prior to the event to be shredded during the event, or given to someone to shred for you.