Join us for upcoming events

We are committed to hosting educational programs 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. Please contact us for more information regarding a specific event of your interest. 

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PSO Friends & Family BBQ

Oct 04, 2026 02:00 PM Central Daylight Time - Oct 04, 2026 04:00 PM Central Daylight Time
Private Event McKinney, TX

Join us as we kick off the fall with good food and great friends!

Sunday, October 4th - 2pm-4pm

Image of medical equipment

Navigating Medicare

Aug 20, 2026 12:00 PM Central Daylight Time - Aug 20, 2026 01:00 PM Central Daylight Time
Webinar Virtual, TX

We invite you to join RBC 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

Mid Year Market Update

Jun 23, 2026 12:00 PM Central Daylight Time - Jun 23, 2026 01:00 PM Central Daylight Time
Webinar Frisco, Texas

On Tuesday, June 23 Janet Engels, Vice President and Head of Global Investments and Kelly Bogdanova, Portfolio Analyst & Co-chair Global Portfolio Advisory Committee will host the Midyear Market & Economic Update call open to all clients and RBC Wealth Management – U.S. colleagues.

The call will focus on the 2026 Midyear Outlook report along with thoughts on prospects for the stock market, bond market, and economy including:

  • How to position portfolios amid nagging inflation
  • AI: Hero or villain
  • Whether political party control in Washington matters for the stock market
  • Why America 250 is more than a symbolic milestone for investors

Please RSVP below to receive meeting details for this important conversation.

Freedom and Footprints

PSO Freedom & Footprints

Mar 19, 2026 06:00 PM Central Daylight Time - Mar 19, 2026 08:00 PM Central Daylight Time
Private Event Plano, TX

Please join us as PSO presents Freedom & Footprints, a journey toward a healthier, wealthier future.

Freedom & Footprints is a purpose-driven client journey that honors the lives and
legacies that shaped us while celebrating the families we proudly serve.

This exclusive event will be a thoughtful, uplifting client experience that blends health, wealth, and purpose to support financial freedom and lasting legacy footprints.

PSO 2026 Kick-off and Market Outlook

Jan 22, 2026 04:00 PM Central Standard Time - Jan 22, 2026 05:00 PM Central Standard Time
Webinar Virtual, TX

Guest Speaker: Janet Engels, RBC Vice President and Head of Global Investments

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!

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PSO Market Update

Oct 16, 2025 05:00 PM Central Daylight Time - Oct 16, 2025 06:00 PM Central Daylight Time
Webinar Virtual, TX

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!

PSO Connects: Annual BBQ

Oct 12, 2025 02:00 PM Central Daylight Time - Oct 12, 2025 04:00 PM Central Daylight Time
Private Event McKinney, TX

Join us as we kick off the fall with good food and great friends!

Sunday, October 12th - 2pm-4pm