Seminars & Events

Market Outlook—A Fireside Chat with Dan Braz

I’d like to invite you to a special virtual fireside chat with Vice President and Head of ETF Investment Strategy at State Street Global Advisors Dan Braz. Dan will share his perspective on today’s market environment, where we might be headed in the coming year and what investors should keep in mind as conditions continue to shift. This promises to be an insightful conversation with one of the industry’s leading strategists, and I’d be delighted if you could join us.

Paint and Sip

Join us for a relaxed evening of creativity and connection at our paint and sip event. Drinks and snacks will be served and all painting supplies are included for your convenience.

The Great Wealth Transfer: Preparing for the Future

Join us for this presentation designed to help you navigate the complexities of passing on your wealth to future generations. RBC Wealth Management strategist Leslie J. Williams, JD, LL.M., will offer key strategies for initiating wealth transfer discussions within your family and share practical tools and resources to guide you through a smooth transition of wealth while helping to preserve your intended legacy.

Polish, Poise and Presence: An Etiquette Session for Young Adults

Do you know a high school student, college student or recent grad who could use a confidence boost in real-world situations?

I’m hosting a two-hour young adult etiquette workshop with Crystal Bailey, a nationally recognized etiquette consultant who makes social and professional skills engaging, modern and fun.

From first impressions and conversation starters to networking tips and dining etiquette, this session will help young adults step into internships, interviews and new opportunities with poise, polish and presence. Space is limited—let me know if you have someone who would enjoy (or benefit from) being part of it!

Medicare Overview and Updates

Medicare is one of the more commonly misunderstood areas of wealth planning. In this webinar, Wealth Strategist Grif Geisler will share an overview and update on Medicare, as well as key considerations and ways to proactively maximize your benefits. Please feel free to share this invite. Family, friends and colleagues are welcome to join.

Master your Money with Leah Nichaman

Join us for an insightful presentation by Leah Nichaman, founder of Everyday Money Management. Leah will share expert strategies for managing your finances, organizing your spending and optimizing your financial health. This session is perfect for anyone looking to gain practical tips for smarter money management and improve their money management skills.

Securing Your Future: A Guide to Long Term Care Planning

Apr 15th 2025, 4:00 pm ET

Join us this April for an informative session discussing how to navigate the complexities of long-term care planning. This session will explore the risks of health care in retirement and provide practical strategies for planning ahead. Gain insights into long-term care options, ask questions and learn how to make informed decisions for a healthier, more secure future.

Navigating the Real Estate Market

Mar 18th 2025, 4:00 pm ET

Join us for an informative session with Ellen Grant, realtor with Compass, as she shares valuable insights into the current real estate landscape. We’ll explore key trends shaping the market and discuss important factors to consider if you’re thinking of buying or selling.

Increased Market Volatility - Guest Speaker Kelly Bogdanova

Mar 13th 2025, 3:00 pm ET

With market volatility back in focus, understanding the key factors driving these fluctuations is essential for investors seeking to navigate both short-term adjustments and long-term financial goals.

Join us for a Zoom call on Thursday, March 13, at 3 p.m. (ET), as Vice President and Portfolio Analyst Kelly Bogdanova at RBC Wealth Management provides her insights on the forces shaping the markets today.

Roth Conversions and IRMAA Surcharges Explained

Feb 18th 2025, 4:00 pm ET

Join us for an informative session led by Daniel Faye as we explore Roth conversions and the impact of IRMAA Medicare surcharges. Learn strategies for optimizing your retirement planning all while being more tax considerate, with time set out for a Q&A session to address your specific questions.

2025 Economic and Market Outlook

Jan 14th 2025, 4:00 pm ET

Join us for an informative session where we will discuss the 2025 economic and market outlook. We hope you’ll discover valuable insights and strategies to navigate the financial landscape for the year ahead.

Finding the One: Insights from a Professional Matchmaker for Lasting Connections

Nov 19th 2024, 4:00 pm ET

Join us for an engaging event featuring matchmaker Leora Hoffman, who will share her insights and expertise on the art of matchmaking and building meaningful connections. 

Charitable Giving Tax Strategies

Oct 15th 2024, 4:00 pm ET

Join us for an informative presentation where we will explore effective methods to maximize your philanthropic impact while mitigating tax liabilities. We will discuss the following topics:

• Qualified charitable distributions

• Donor-advised funds

• Donating appreciated assets, including stocks

Learn how to enhance your charitable giving while leveraging tax advantages to benefit both you and your chosen causes.