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.

2026 virtual call schedule

Contact us  to register & for more information.

Thursday, February 19, 12:00 p.m. (CT)

Global Insight monthly market with Kelly Bogdanova, Analyst PCG Research Portfolio at RBC Wealth Management

Thursday, March 19, 12 p.m. (CT)

Roth conversion strategies with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, April 16, 12 p.m. (CT)

Money matters for young professionals with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, May 14, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, June 18, 12 p.m (CT)

Women in wealth with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, July 16, 12 p.m. (CT)

Beyond stocks and bonds: the world of alternatives with Thad Beller, Alternative Investment Consultant at RBC Wealth Management

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

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

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

Market outlook and insights with Janet Engels, VP & Head of Global Investments at RBC Wealth Management

Thursday, October 15, 12 p.m. (CT)

Charitable giving and donor-advised funds with Antoine Burrell, Trust Consultant at RBC Wealth Management

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

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

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

Borrow smart: lending strategies beyond the norm with Jon Scheriff, Wealth Management Banker at RBC Wealth Management

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