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.

Retirement planning with company stock in your 401(k)

Sep 01, 2024 12:00 PM Central Daylight Time - Nov 30, 2025 02:00 PM Central Standard Time
Virtual event, through Zoom

Do you own your employer's company stock in your 401(k)?  Join us at one of our Zoom webinars to learn about net unrealized appreciation (NUA) and how you can apply the NUA rule to your retirement planning strategy.

Use the registration link below to sign up:

Tuesday, September 10:  

1) 12:00 pm CT - Click here to register

2)  4:00 pm CT - Click here to register

Thursday, October 17:

1). 12:00 pm CT - Click here to register

2).  4:00 pm CT - Click here to register

Thursday, November 7: 

1). 12:00 pm CT - Click here to register

2). 4:00 pm CT - Click here to register

If you have any questions or difficulty registering, reach out to Amy Benjamin on our team at (224) 516-6843 or amy.benjamin@rbc.com. 

RSVP

Medicare: Are you approaching Medicare eligibility or already enrolled and looking to understand your benefits better?

Oct 08, 2024 12:00 PM Central Daylight Time - Oct 08, 2024 04:00 PM Central Daylight Time
virtual zoom event, through zoom

Join us to get the information you need to make more informed decisions as we enter the open enrollment period.

We have two webinar's scheduled for Thursday, October 8:

1). 12:00 pm CT - click here to register

2).  4:00 pm CT - click here to register

Please reach out to Amy Benjamin if you have any questions or difficulty registering at (224) 516-6843 or amy.benjamin@rbc.com

RSVP

Year-end checklist

Dec 05, 2024 12:00 PM Central Standard Time - Dec 05, 2024 04:00 PM Central Standard Time
virtual zoom event, through zoom

Year-end checklist:  As the year draws to a close, we will review strategies you can employ today that may benefit you in the year ahead.

We have two webinar's scheduled for Thursday December 5:

1). 12:00 pm CT - click to register here

2). 4:00 pm CT - click here to register

Please reach out to Amy Benjamin if you have any questions or difficulty registering at (224) 516-6843 or amy.benjamin@rbc.com

RSVP

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