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.

Suddenly Single at Jewish Congregation of Venice

Apr 01, 2020 02:00 PM - 03:30 PM Eastern Daylight Time
600 North Auburn Road Venice, FL , 34292

Planning today for a future you, or someone in your life, did not envision

Discover the seven steps toward financial confidence and learn how you can be ready, whether you or someone in your life: • Has an ailing or healthy partner • Is reconsidering their relationship • Is single through divorce, death, illness, accident or choice

Wednesday, April 1, 2020 | 2 p.m.–3:30 p.m

Jewish Congregation of Venice 600 North Auburn Road | Venice, FL 34292

RSVP via jfedsrq.org/events or to Brieana Duckett-Graves at (941) 552-6305 or bdgraves@jfedsrq.org.

For more information about the event, please view details here.

RSVP

Suddenly Single at Sarasota City Center

Apr 22, 2020 02:00 PM - 03:30 PM Eastern Daylight Time
1819 Main Street Sarasota, FL , 34236

Planning today for a future you, or someone in your life, did not envision

Discover the seven steps toward financial confidence and learn how you can be ready, whether you or someone in your life: • Has an ailing or healthy partner • Is reconsidering their relationship • Is single through divorce, death, illness, accident or choice

Wednesday, April 22, 2020 | 2 p.m.–3:30 p.m

Sarasota City Center 1819 Main Street | Sarasota, FL 34236

RSVP via jfedsrq.org/events or to Brieana Duckett-Graves at (941) 552-6305 or bdgraves@jfedsrq.org.

For more information about the event, please view details here.

RSVP

Sixth annual Women's Empowerment Forum

Feb 12, 2020 03:00 PM - Feb 12, 2020 07:00 PM Eastern Standard Time
Season 52 11611 Ellison Wilson Road Palm Beach Gardens, FL , 33408

Please join RBC Wealth Management for our sixth annual Women’s Empowerment Forum

Wealth Confidence, Health Confidence, Self Confidence

Topics include education, empowerment and celebration of confident women

Wednesday, February 12, 2020 | 3–7 p.m.

3 p.m. Registration

3:30 p.m. Conference starts

6:30 p.m. Reception

Seasons 52 | 11611 Ellison Wilson RoadPalm Beach Gardens, FL 33408

RSVP to Bianca Echtler at (941) 316-4824 or bianca.echtler@rbc.com


Learn strategies you can apply to today’s unpredictable financial world

Feb 05, 2020 11:45 AM - Feb 19, 2020 01:00 PM Eastern Standard Time
Sarasota City Center, Social Lounge 1819 Main Street Sarasota, FL , 3426

Bring your questions, we will discuss: • What the current market state could mean for the remainder of the year, including the possibility of a recession • A review of current conditions and indicators • Sector opportunities, risks and investment themes • Asset class outlook and allocation considerations

Choose one of two dates:

Wednesday, February 5, 2020 11:45 a.m.–1 p.m.

Wednesday, February 19, 2020 11:45 a.m.–1 p.m.

RSVP to Bianca Echtler at (941) 316-4824 or bianvca.echtler@rbc.com.

Sarasota City Center, Social Lounge 1819 Main Street | Sarasota, FL 34236

Complimentary lunch will be served.

 

Learn more about the event here


The Perlman Music Program

Dec 27, 2019 05:00 PM - Dec 27, 2019 07:00 PM Eastern Standard Time
USF Sarasota-Manatee campus 8350 North Tamiami Trail Sarasota, FL , 34243

RBC Wealth Management and The Perlman Music Program/Suncoast request the pleasure of your company at: RBC Night at the Tent

Friday, December 27, 2019

5–6 p.m. Chorus rehearsal in the tent

6–7 p.m. Invitation only reception in the Rotunda

7–8 p.m. Works in progress student recital in the tent

USF Sarasota-Manatee campus: 8350 North Tamiami Trail | Sarasota, FL 34243

RSVP to Morgan Edwards at (941) 316-4816. Seating is limited.

Presented during The PMP Sarasota Winter Residency.

 


Navigating Volatile Financial Markets

Dec 18, 2019 11:45 AM - 01:00 PM Eastern Standard Time
Sarasota City Center | Social Lounge 1819 Main Street Sarasota, FL , 34236

 Discover how to take emotions out of investing. Bring your questions, we will discuss:

- What the current market state could mean for the remainder of the year, including the possibility of a recession

- A review of current conditions and indicators

- Sector opportunities, risk and investment themes

- Asset class outlook and allocation considerations

Chose one of four dates:

Tuesday, Novemeber 12 | 11:45 a.m. to 1:00 p.m

Wednesday, November 20| 11:45 a.m. to 1:00 p.m

Wednesday, Decemeber 4 | 11:45 a.m. to 1:00 p.m

Wednesday, December 18 | 11:45 a.m. to 1:00 p.m

RSVP to Bianca Echtler at (941) 316-4824 or biancaechtler@rbc.com

Complimentary lunch will be served. Space is limited. Guests are welcome.


Wealthy, Wise & Healthy

Aug 22, 2019 02:30 PM - 03:30 PM Eastern Daylight Time
1819 Main Street Sarasota City Centre, Social Lounge Sarasota, FL , 34236

Join any of our complimentary seminars as we discuss unique investment and retirement challenges faced by women—and strategies to help overcome them.

Dates and times: 

Tuesday, July 30, 2019 | 2:30–3:30 p.m.

Wednesday, August 7, 2019 | 5–6 p.m.

Wednesday, August 14, 2019 | 10–11 a.m.

Thursday, August 22, 2019 | 2:30–3:30 p.m.

For more information about the event, please view details here

RSVP to Bianca Echtler at (941) 316-4824 or bianca.echtler@rbc.com.


Investment Basics

Jun 26, 2019 02:30 PM - 03:30 PM Eastern Daylight Time
Sarasota City Center | Social Lounge 1819 Main Street Sarasota, FL , 34236

Learn about your stocks, bonds, ETFs and mutual funds

Understand what’s in your portfolio and how each investment works for you. Attend our complimentary interactive workshops to expand your basic financial skills and help you make better decisions—whether you are a novice or experienced investor.

Dates and Times

Wednesday, June 12 from 10-11 a.m.

Thursday, June 13 from 2:30-3:30 p.m.

Thursday, June 20 from 2:30-3:30 p.m.

Tuesday, June 25 from 2:30-3:30 p.m.

Wednesday, June 26 from 2:30-3:30 p.m.

For more information about the event, please view details here

RSVP to Bianca Echtler at (941) 316-4824 or bianca.echtler@rbc.com.


Planning for Social Security

May 21, 2019 11:30 AM - 01:00 PM Eastern Daylight Time
Sarasota City Center, Social Lounge 1819 Main Street Sarasota, Florida , 34236

Explore how Social Security fits into your retirement strategy

Learn more about Social Security and what it means to you. Answer some of the most common questions and understand claiming strategies. Join us for a discussion with Chris Cronin, Regional Vice President at Transamerica sharing over 20 years of industry experience.

For more information about the event, please view details here.


Sarasota Memorial Healthcare Foundation Golf Tournament

May 03, 2019 09:00 AM - 03:00 PM Eastern Daylight Time
Laurel Oak Golf & Country Club 2700 Gary Player Blvd Sarasota, FL ,

Sarasota Memorial Healthcare Foundation Golf Tournament presented by RBC Wealth Management has raised more than $940,000 to date. This fun filled day benefits the SMH Physicians Endowment Fund, which provides continuing education for SMH staff. For further information about the event, read more here.