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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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. 

Hosted by: Kinetix Wealth Group

Gina Thompson, CPFA | Senior Vice President – Financial Advisor

Stacey Kovach, CDFA | Senior Financial Associate

Guest speaker: 

Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management

Click the link below to join:

https://rbcteams.webex.com/weblink/register/re1300e8fb61c74c8580a22d5cced1cd8

Password: Elections2024 (case sensitive)


International Women’s Month

Mar 21, 2024 01:00 PM Eastern Daylight Time - Mar 21, 2024 03:00 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


Modern Retirement

Mar 08, 2024 02:30 PM Eastern Standard Time - Mar 08, 2024 04:30 PM Eastern Standard Time
Boca Historical Society Historic Town Hall 71 North Federal Highway Boca Raton, Florida , 33432

Please join us for a discussion that will equip you with essential knowledge and strategies for a prosperous retirement. 


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


Modern Retirement

Mar 07, 2024 12:30 PM Eastern Standard Time - Mar 07, 2024 02:30 PM Eastern Standard Time
RBC Wealth Management 5455 Town Center Road Boca Raton, Florida , 33486

Please join us for a discussion that will equip you with essential knowledge and strategies for a prosperous retirement. 


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