Market Outlook Special Event 9/21/2017
Christian Zambrio, Senior Vice President, Detsche Asset & Wealth Management, Brett Rubler, Senior Regional Director, Virtus Investment Partners, Heather Jack, Senior Director, Janus Henderson, and Richard Davoli, Regional Sales Director, Victory Capital along with Red Rose Investment Group hosted a dinner at Lancaster Country Club for our top tier clients.
Outlook 2017 - Passing the Baton 5/3/2017
The Lancaster Branch of RBC Wealth Management was honored to host Janet Engels, Director – Private Client Research Group and Bruce Crepea, Vice President – Wealth Management Consultant at a seminar event. Janet addressed timely market issues while disclosing a broad range of resources and her depth of expertise. Our specialists offer deep knowledge, extensive experience and a broad range of tools spanning many facets of wealth.
Penn Cinema Theatre Event 4/19/2017
William Chisholm, Regional Consultant, Thornburg Investment Management along with Red Rose Investment Group hosted a movie event at Penn Cinema. Clients, friends and family enjoyed popcorn while viewing Hidden Figures.
Covered Call Webinar 9/22/2016
Kurt Luckenbill, AWM, RICP, Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus presented a WebEx meeting for clients and guests providing discussion on the risks and rewards of covered call options. This strategy and other options components can be difficult for investors to understand. A play back will be available for 30 days. Please give a call or email us for a link, 866-711-1723.