How to maximize your Social Security: Strategies for retirement
Location To Be Determined
Learn how timing, planning and key decisions can impact your Social Security benefits and long-term financial confidence in this easy-to-understand educational call.
Hosted by:
The Saugatuck Group
Speakers:
Griffin Geisler, MBA RICP, CFP
Vice President- Wealth Strategist
RBC Wealth Management
Brian Tavano
Vice President-Wealth Management Consultant
RBC Wealth Management
RSVPYou are invited to: Guide to the markets
270 Park Avenue New York, New York , 10017
Join us for dinner and a guide to the markets presented by Joe DelVecchio from JPMorgan Asset Management. Joe will share insights on current market trends to help you gain a deeper understanding of the ever-changing financial landscape.
Hosted by:
The Saugatuck Group
Speaker:
Joseph DelVecchio, CIMA
Managing Director, Client Advisor
JPMorgan Asset Management
RSVPRoth Conversion Strategies Webinar
Location To Be Determined
Join us for an educational session on Roth Conversion Strategies!
Presented by: RBC Wealth Management
Speaker:
Griffin Geisler, MBA, RICP®, CFP®
Vice President - Wealth Strategist
RBC Wealth Management
Direct Indexing: How it works and how it may benefit you
Webex Link above! No need to RSVP, just click the link Westport, Connecticut , 06880
Join us for this informational and educational session with Mark Hebeka from O'Shaughnessy Asset Management.
Hosted by: The Saugatuck Group
Guest Speaker:
Mark Hebeka, CFA
Managing Director
Senior Product Specialist
O'Shaughnessy Asset Management
The RBC 2026 market and economic outlook
Location To Be Determined
Guest speakers:
Janet Engels
Head of Global Investments
RBC Wealth Management
Kelly Bogdanova
Portfolio Analyst
Co-chair Global Portfolio Advisory Committee
RBC Wealth Management
Date and time:
Wednesday, January 14, 2026
1 p.m. (ET)
Password: 2026RBCoutlook
Shifting to Value
Location To Be Determined
Join us for a Client Webex call, where Joe Del Vecchio and Rory T. Houser from JPMorgan will share valuable insights on the current market trends, offer guidance and provide actionable tips to help you navigate the ever-changing financial landscape. Don't miss this opportunity to gain a deeper understanding of the market.
Find the Webex link to join here: https://rbcteams.webex.com/rbcteams/j.php?MTID=m692438dfafe963f1adfcb5008b8fc046
The Importance of Being Earnest
Westport County Playhouse 25 Powers Court Westport, CT , 06880
Mistaken identities, secret engagements, a lost handbag and one very formidable aunt set the stage for this classic, fast-paced, delightfully ridiculous romp through Victorian society. Two wildly eligible bachelors bend the truth in their pursuit of love, only to land in a web of hilarious complications (and far too many cucumber sandwiches). Full of razor-sharp wit and larger-than-life characters, this sparkling satire gleefully skewers love, marriage, and high society. We hope you can join us.
Hosted by:
The Saugatuck Group
Date and time:
Thursday, November 6th, 2025
5:30-7:00 p.m. Cocktails and appetizers
7:00 p.m. Performance
RSVP by Thursday, October 30, to Tina Silano at tina.silano@rbc.com