The markets continue to be very dynamic, and many investors are looking guidance into year-end. Please join our "Market Update & Outlook" webinar next Tuesday October 21th. We are excited to have Sean Naughton, CFA®️ (Head, U.S. Portfolio Advisory Group, RBCWM) discuss the key themes, events, economic factors and monetary policies that will shape the markets going forward. More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events
Everyone has questions about Social Security and Medicare. These are two of the more commonly misunderstood areas of wealth planning. Please join our webinar next Tuesday September 30th for an overview and update on Social Security and Medicare. We will share key considerations, ways to proactively maximize these two benefits, and answer your questions. More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events
Thinking about legacy planning, but not sure where to start? Something to think about: 91% of givers want to pass down their wealth in a way that reflects their values, and 99% of heirs intend to respect the givers' wishes for the wealth. If you have wealth to pass on to your heirs and you haven't had a conversation about it, you’re not alone. Most haven’t. RBC has resources to help, including our new wealth transfer planning guide. I would love to share best practices and guidance so that your intentions and values become known, and you have confidence and clarity on the lasting impact of your legacy. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf
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Kristin Pfeiffer - RBC Wealth Management - Seminars & events
The markets continue to be very dynamic, and many investors are looking guidance into year-end. Please join our "Market Update & Outlook" webinar next Tuesday October 21th. We are excited to have Sean Naughton, CFA®️ (Head, U.S. Portfolio Advisory Group, RBCWM) discuss the key themes, events, economic factors and monetary policies that will shape the markets going forward. More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events
Read MoreEveryone has questions about Social Security and Medicare. These are two of the more commonly misunderstood areas of wealth planning. Please join our webinar next Tuesday September 30th for an overview and update on Social Security and Medicare. We will share key considerations, ways to proactively maximize these two benefits, and answer your questions. More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events
Thinking about legacy planning, but not sure where to start? Something to think about: 91% of givers want to pass down their wealth in a way that reflects their values, and 99% of heirs intend to respect the givers' wishes for the wealth. If you have wealth to pass on to your heirs and you haven't had a conversation about it, you’re not alone. Most haven’t. RBC has resources to help, including our new wealth transfer planning guide. I would love to share best practices and guidance so that your intentions and values become known, and you have confidence and clarity on the lasting impact of your legacy. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf