Help create financial comfort this fall with RBC Total Wealth

Oct 28, 2025 11:30 AM Eastern Daylight Time - Oct 28, 2025 12:00 PM Eastern Daylight Time
Virtual Event Through Webex, Online Virtual Event Through Webex, Online

Are you looking for simplicity across your financial picture?
RBC Wealth Management Online and RBC Total Wealth can help make that possible.

Join us as we take a deep dive into the
RBC Wealth Management Online tool and its Planning tab.
This demonstration will walk through
• The process of linking external accounts
• Understanding the My External Accounts tab
• The depth and capabilities of Your Total Wealth Dashboard
Post webinar, take-home PDFs will be available for a step-bystep
process of what was shown live.

RSVP

Exclusive Medicare session

Nov 04, 2025 04:00 PM Eastern Standard Time - Nov 04, 2025 05:00 PM Eastern Standard Time
Virtual Event Through Webex, Online Virtual Event Through Webex, Online

Join us as an independent Medicare advisor helps us understand how to review, evaluate
and enroll in the best plan to fit your situation. Whether you are months away from
Medicare eligibility or already on Medicare and seek a complimentary evaluation of your
coverage, our session will provide details on:
• The difference between parts A, B, C and D
• Enrollment windows and how to avoid costly penalties
• Medigap vs. Medicare Advantage plans
We’ll also answer any specific questions you may have on this topic.

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Kevin Kelly

Kevin Kelly

Senior Vice President - Financial Advisor, Portfolio Director Group

518-432-5178 518-225-9187
Sean Kelly

Sean Kelly

Financial Advisor

518-432-5186 518-380-3594
Email |
Erica Powers

Erica Powers

Senior Client Associate

518-432-5173 518-603-5807

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