Post Election Market Update

With the U.S. election behind us, we will share the key themes, events, economic factors and monetary policies that will shape the stock market and different equity sectors going forward.

Hosted by:
Katie S. Clark, CRPC®
Managing Director – Financial Advisor, Senior Portfolio Manager – Portfolio Focus

Kristin Pfeiffer, CFP®, MBA
Vice President – Financial Advisor

Guest speaker:

Kelly Bogdanova

Vice President – Portfolio Analyst
Co-Chair – Global Portfolio Advisory Committee (GPAC), RBC Wealth Management

Best Practices in Charitable Giving

Charitable giving can be a powerful way to make an impact and create a legacy, as well as a financial tool for estate planning and tax management.

During this webinar, we will discuss the many ways to give to charity, including donating stock, making qualified charitable distributions, utilizing a donor-advised fund and more. We will also share best practices for maximizing charitable giving.

Hosted by:
Katie S. Clark, CRPC®
Managing Director – Financial Advisor, Senior Portfolio Manager – Portfolio Focus

Kristin Pfeiffer, CFP®, MBA
Vice President – Financial Advisor

Guest speaker:
Cathy Walker
Senior Manager, Trustee and Philanthropic Solutions – Wealth Strategist, RBC Wealth Management

Social Security and Medicare Webinar

Both Social Security and Medicare are two of the more commonly misunderstood areas of wealth planning. In this webinar, we will share an overview and update on Social Security and Medicare, as well as key considerations and ways to proactively maximize these two benefits.

Hosted by:
Katie S. Clark, CRPC®
Managing Director – Financial Advisor, Senior Portfolio Manager – Portfolio Focus

Kristin Pfeiffer, CFP®, MBA
Vice President – Financial Advisor

Guest speaker:
J. Griffin Geisler, MBA, RICP®, CFP®
Vice President – Wealth Strategist, RBC Wealth Management

Private Tour and Lunch at the National Gallery of Art

Please join us for a private tour of the National Gallery of Art, led by one of the gallery’s esteemed docents. Following our tour, we will host a lunch at the gallery’s Cascade Café.

Our tour of the gallery’s collection highlights is designed to pique your curiosity and deepen your understanding of the collection. Throughout the tour, our docent will help us explore these different perspectives and make meaningful connections to art.

Client Appreciation Breakfast

We are hosting a client appreciation breakfast on April 10th and again on May 9th.  Please join us!  We look forward to catching up.

Client Appreciation Breakfast

We are hosting a client appreciation breakfast on April 10th and again on May 9th.  Please join us!  We look forward to catching up.

2024 Tax Update Webinar

Please join us for a virtual discussion about taxes for 2023 and looking ahead to the 2024 tax season with Kyle Sem, CPA, from Smith & Sem.

Topics include:

     - 2023 and 2024 tax brackets

     - Standard deduction

     - Charitable deductions

     - Gift limits

Charting 2024: Navigating the financial landscape

Join us for an insightful presentation where we delve into the economic and market outlook for the new year. We will discuss valuable insights and strategies to help you navigate the evolving financial landscape in 2024.

We look forward to your presence and engaging in meaningful discussions that will shape your financial future.