Monthly webinars

Monthly webinars:

I host monthly webinars, each of which features a different topic that is both informative and relevant to your everyday life and financial needs. The webinar sessions take place on the third or last Tuesday of every month at 4:00 pm Eastern. Should you have interest in joining these insightful discussions or finding out more information, please do not hesitate to contact me.

2024 webinars:

September 24 - Social Security and Medicare, featuring guest speaker J. Griffin Geisler, Vice President – Wealth Strategist (RBC Wealth Management).

Katie S. Clark, NMLS # 532857 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Katie S. Clark, NMLS # 532857 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

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.

Contact information

Katie S. Clark, CRPC®

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 301-907-2726

Kevin Treacy, APP, CFP®

Investment Associate

Phone: 301-907-2725

Address

Chevy Chase
5425 Wisconsin Ave., Suite 301
Chevy Chase, MD 20815
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Business continuity plan
Statement of Financial Condition

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