Navigating Medicare

We invite you to join Wealth Strategist Griffin Geisler in this discussion about all things Medicare, including Medicare’s A, B, C and D plans. This session is for those turning 65 soon, those who already have a Medicare plan or anyone who might be interested in learning more to help a loved one better understand their options.

Speaker:

Griffin Geisler
Vice President – Wealth Strategist

RBC Wealth Management

Fraud, Scams, and Cybersecurity

Join us for a webinar. Discover how to protect yourself in today’s evolving threat landscape. In this session, Charles Laugen will share insights into current cyber threats and fraud tactics and provide actionable strategies to help strengthen your account security and help safeguard your personal information.

Hosted by:

Katie Clark, CRPC®

Managing Director – Financial Advisor

Senior Portfolio Manager

Kristin Pfeiffer, CFP®, MBA

Vice President – Financial Advisor

Portfolio Manager

Speaker:

Charles Laugen, CFE

Head, Fraud Prevention and Surveillance

Business Risk Oversight

RBC Wealth Management

Please join us for a webinar - 2026 Midterm election and market outlook

Please join us and Kelly Bogdanova for a timely midterm election update and outlook on emerging investment themes and opportunities. Family, friends and colleagues are welcome to join.

Hosted by:

The Katie Clark Group

RBC Wealth Management

Katie Clark, CRPC®

Managing Director – Financial Advisor

Senior Portfolio Manager

Kristin Pfeiffer, CFP®, MBA

Vice President – Financial Advisor

Portfolio Manager

Speaker:

Kelly Bogdanova

Vice President – Portfolio Analyst

Portfolio Advisory Group – U.S.

Co-Chair, Global Portfolio Advisory Committee

RBC Wealth Management

Insurance and Long-Term Care – Planning for the Unexpected

Life and long-term care insurance can be key components of a wealth plan. We will discuss the key considerations for life insurance, how it can provide a safeguard for your loved ones, and how it can support your estate plan. We will also share how long-term care policies can help ease concerns of the cost of future health care needs and complement your existing insurance. Family, friends and colleagues are welcome to join.

Health and Wellness in the New Year

New year, new you!

In this webinar, Kirsten Denney, a personal health and wellness expert, will share practical guidance on nutrition and exercise. Parallel to financial wellness, achieving better health starts with setting clear goals and staying committed to them.

Guest speaker:

Kirsten Denney

Coach and Owner, The Exercise Coach Cleveland Park

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 and tax planning.

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 charitable giving to support your goals.

Guest speaker:

Cathy Walker

Senior Manager, Trustee and Philanthropic Solutions, RBC Wealth Management

Market Update and Outlook

The markets continue to be very dynamic and the second half of the year may be eventful. Join us for a discussion on the key themes, events, economic factors and monetary policies that will shape the stock market and specific industries going forward.

Guest speaker:

Sean Naughton, CFA®

Head, U.S. Portfolio Advisory Group

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, Wealth Strategist Grif Geisler will share an overview and update on Social Security and Medicare, as well as key considerations and ways to proactively maximize these two benefits.

Please feel free to share this invite. Family, friends and colleagues are welcome to join.

Guest speaker:

J. Griffin Geisler, MBA, RICP®, CFP®

Vice President – Wealth Strategist

RBC Wealth Management

Private Tour at the Hillwood Estate, Museum & Gardens

Please join Katie, Kristin and Kevin for a private tour of the Hillwood Estate, Museum & Gardens, led by one of the gallery’s esteemed docents.

Our tour of the gallery 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 how this grand estate was used during Hillwood founder Marjorie Merriweather Post’s time.