Kinetix Wealth Group - RBC Wealth Management

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International Women’s Month

Apr 04, 2025 07:00 PM Eastern Daylight Time - Apr 04, 2025 09:00 PM Eastern Daylight Time
Shelter Rock Tennis Club 100 Long Island Expressway Manhasset, New York , 11030

We are excited to announce that in celebration of International Women’s Month, we will be hosting a Queen of the Court tennis clinic exclusively for women. We believe that empowering women is necessary to achieve financial independence.

Hosted by: Kinetix Wealth Group
Gina Thompson, CPFA™ | Senior Vice President – Financial Advisor – Portfolio Director Group

State of business owner readiness – where do you stand?

Mar 26, 2025 12:00 PM Eastern Daylight Time - Mar 26, 2025 01:00 PM Eastern Daylight Time
Location To Be Determined

Join us for an engaging four-part educational series. This series will help you build a more transferable business and successfully exit from your company with the wealth you need to start the next chapter in your life.

Kickoff session: the state of business owner readiness
In this session, we’ll explore key insights, strategies and best practices that will help you position yourself and your business for a successful exit.

What to expect:
• Insights on readiness factors for business owners
• Strategies to evaluate and enhance your business preparedness
• Understanding the demographics of the current business owner marketplace and their impact on your exit

Hosted by: Kinetix Wealth Group
Gina Thompson, CPFA™ | Senior Vice President – Financial Advisor | Portfolio Director Group
Stacey Kovach, CDFA®, CEPA® | Senior Financial Associate

Guest Speakers:
Michael DeSiato, CExP, CEPA®, CVGA®, CPA | Business Transition Specialists LLC
Charlie Janes | Certified Business Growth and Exit Advisor | Focal Point Coaching

Click the link below to register:

https://rbcteams.webex.com/weblink/register/r08c27eb7703fc3d66e9cda8b5bacb037

Password: Exit (case sensitive)

Understanding 1031 and 721 Exchanges with Ares Wealth Management Solutions

Mar 12, 2025 04:30 PM Eastern Daylight Time - Mar 12, 2025 05:00 PM Eastern Daylight Time
Location To Be Determined

Join us for an informative conversation on 1031 and 721 Exchanges. This session will provide an overview, highlighting potential benefits like tax deferral, diversification and a shift to a more passive investment approach.

Hosted by: Kinetix Wealth Group

Gina Thompson, CPFA | Senior Vice President – Financial Advisor

Stacey Kovach, CDFA | Senior Financial Associate

Guest speaker:

Parker Lucas, CAIA® | Associate | Ares Wealth Management Solutions

Click the link below to join:

https://rbcteams.webex.com/weblink/register/r4bfcf5692d1ae31edf270ccbfb299e80

Password: 1031Exchange (case sensitive)

Market and Election Updates

Oct 14, 2024 04:00 PM Eastern Daylight Time - Oct 14, 2024 05:00 PM Eastern Daylight Time
Location To Be Determined

Join us for an insightful session where we delve into the latest market trends and the impact of the upcoming election. This event will cover key economic indicators and potential shifts in the financial landscape as the nation heads to the polls.