Women and Wealth Wine Tasting 4/16/2025 and 4/23/2025
Vivian Frederick, RBC’s Wealth Planning Associate based in New York City, presented the Women and Wealth Workbook to a group of clients and members of our community. Attendees learned how women are disproportionately affected by the costs of caregiving and long-term care, social security, and scams. They also discussed different money mindsets and how to think about passing on their assets in accordance with their values. If you were not able to attend but this topic is of interest to you, please send us a message.
Investment Strategy Presentation 9/24/2024
Rich Davoli, Regional Sales Director for Victory Capital Management, Frank Siemon, Senior Vice President-Field Account Manager for PIMCO, John Korn, Senior Vice President, Amundi Pioneer, and Brett Agnew, Market Leader, Invesco Funds along with Red Rose Investment Group hosted a discussion on "2024 Economy, Election, and Outlook Portfolio" during a dinner at Lancaster Country Club for our top tier clients.
Spring Cleaning/Downsizing Seminar 3/22/24
Chuck Sierk, Solutions Team Leader, at Lancaster Estate Solutions presented a "Worry Free Downsizing" Seminar. He was accompanied by Janet Sierk, Realtor with eXp Realty and member of the Solutions Team. Chuck provided clear cut steps for senior transitions, downsizing, and more.
Medicare Open Enrollment and Private Health Insurance 10/24/2023
Judy Wissler of DeverCare Insurance Group provided insightful information on medical insurance options to our clients and friends during a breakfast at The Greenfield Restaurant. Medicare allows you to make coverage changes from October 15 through December 7. Please contact us if we can assist you in sorting out your options or would like an Insurance Broker referral.
Retirement Community Preparation 8/17/2023
Red Rose Investment Group of RBC Wealth Management was honored to have Shaun Kroeck, Longterm Care & Government Relations Professional with Homestead Village at the Eden Resort. Shaun provided information on preparing for retirement community living and the enrollment application process.
