Seminars and events

Financial education is a key component for a trusted financial relationship.  We offer several opportunities throughout the year in a variety of formats, such as online webinars and in-person gatherings.

 

 

2026 virtual call schedule

Contact us  to register & for more information.

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, August 20, 12 p.m. (CT)

Women and Wealth with Amy Stern and Vivian Frederick

Thursday, September 17, 12 p.m. (CT)

Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Wednesday, November 18, 12 p.m. (CT)

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Previous seminars and events

  • Family Investing Workshop
  • Making "Cents" of your Money:  Raising Money Savvy Kids
  • Company Stock:  Considerations and Tax Implications
  • What to do with your RSUs
  • A Private Evening with Bob Dickey, RBC's Top Equities Research Analyst
  • Getting the Most from Social Security
  • Wine, Women and Wall Street
  • Client Appreciation Holiday Gathering
  • Finance, Fashion, & Fun