Join me for upcoming seminars and events

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

Keys to a happy retirement: Stories from retirees who have done it right

Apr 27, 2020 06:00 PM - Apr 27, 2020 09:00 PM Eastern Daylight Time
The Loft at 4935 4935 Cordell Avenue Bethesda, MD , 20814

Hear from a few of Katie and Melanie’s friends who have very successfully transitioned from their careers to their “next chapters.” We hope you can join us for this wonderful discussion and enjoyable evening. Please bring a friend who might also be interested.

Date and time: Monday, April 27, 2020

Hors d’oeuvres – 6 p.m.

Dinner and discussion – 6:30 p.m.

Dessert – 7:30 p.m

Please RSVP by April 9 to Ryan Jolly at (301) 907-2722 or ryan.jolly@rbc.com. Seating is limited, so please respond at your earliest opportunity.

Learn more about the event. 

RSVP

Tea & Tour at the Washington National Cathedral

Jun 02, 2020 01:15 PM - 03:00 PM Eastern Daylight Time
Washington National Cathedral 3101 Wisconsin Avenue NW Washington, DC , 20016

Hosted by:

  • Katie Clark, CRPC® | Senior Vice President – Financial Advisor | Senior Portfolio Manager – Portfolio Focus
  • Melanie Folstad, MBA, CFP®, CRPC®, CCAP® | Senior Vice President – Financial Advisor | Senior Portfolio Manager – Portfolio Focus

Date and time:

  • Tuesday, June 2, 2020 1:15 p.m.: Meet in the Nave at Washington National Cathedral
  • 1:30 p.m.: Tour begins
  • 2:45 p.m.: Tea will be served

 

RSVP by May 15 to Ryan Jolly at (301) 907-2722 or ryan.jolly@rbc.com. Learn more about the event.

RSVP

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Previous events:

  • Car Buying with Confidence - Chevy Chase Cars Acura Showroom - (7725 Wisconsin Ave, Bethesda MD) - March 9, 2016
  • New Restaurant Series – Grilled Oyster Company Restaurant (7943 Tuckerman Lane – Potomac, MD 20854) – March 15, 2016
  • Cybersecurity Seminar – BCC Chamber of Commerce (7910 Woodmont Ave, Suite 1204 – Bethesda, MD 20814 – March 18, 2016
  • Social Media Workshop – (RBC office - 5425 Wisconsin Ave, Suite 301 – Chevy Chase MD 20815) – March 24, 2016
  • Health & Wellness Seminar - Nava Health & Vitality Center (5 Wisconsin Circle - Chevy Chase, MD 20815) - March 29, 2016
  • Spring Breakfast – Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) – April 21, 2016
  • Washington Nationals Baseball Game (vs Philadelphia Phillies) - April 26, 2016
  • Summer Wine Tasting - Cork & Fork (7110 Bethesda Lane) - July 13, 2016
  • Summer Breakfast - Silver Restaurant (7150 Woodmont Ave, Bethesda MD 20815) - July 21, 2016
  • The Money Class - Money Basics (RBC 5425 Wisconsin Ave, Suite 301 - Chevy Chase MD) - August 10, 2016
  • Summer Wine Tasting - Cork & Fork (7110 Bethesda Lane) - August 16, 2016
  • Fall Breakfast - Silver Restaurant (7150 Woodmont Ave, Bethesda MD 20815) - October 21, 2016
  • Valentine's Breakfast - Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) - February 14, 2017
  • Sushi & Sake - Benihana Bethesda (7935 Wisconsin Ave, Bethesda, MD 20814) - March 29, 2017
  • Tea & Tour at the National Cathedral (3101 Wisconsin Ave, Washington DC 20016) - April 18, 2017
  • A Woman's Journey (Johns Hopkins Medicine) - Hyatt Bethesda (1 Bethesda Metro Center - Bethesda MD 20814) - May 5, 2017
  • Summer Wine Tasting - Cork & Fork (7110 Bethesda Lane) - July 18, 2017
  • Summer Breakfast – Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) – August 17,  2017
  • Washington Nationals Baseball Game (vs Atlanta Braves) - September 13, 2017
  • A Woman's Journey (Johns Hopkins Medicine) - Hyatt Bethesda (1 Bethesda Metro Center - Bethesda MD 20814) - May 2, 2018
  • Summer Wine Tasting - Urban Winery (949 Bonifant Street - Silver Spring, MD 20910) - August 23, 2018
  • Tea & Tour at the National Cathedral (3101 Wisconsin Ave, Washington DC 20016) - April 11, 2019
  • A Woman's Journey (Johns Hopkins Medicine) - Hyatt Bethesda (1 Bethesda Metro Center - Bethesda MD 20814) - April 29, 2019
  • Holiday Breakfasts – Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) – December 10 / December 13 / December 20, 2019