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.

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Navigating Volatile Financial Markets

Oct 09, 2019 11:45 AM - 01:00 PM Eastern Daylight 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 two dates:

Thursday, October 3 | 11:45 a.m. to 1:00 p.m. 

Wednesday, October 9| 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. 


Women's Empowerment Forum

Jan 11, 2019 10:30 AM - 03:30 PM Eastern Standard Time
New College of Florida 5800 Bay Shore Road Sarasota, FL , 34243

Topics include: 

  • Wealth Confidence - Not your father's bond portfolio; Markets 2025
  • Health Confidence - Feeding your brain; Mindful nutrition
  • Self Confidence - Negotiate your solution in 5 minutes; Aging gracefully

Sponsors: Cumberland Advisors, First Trust, Jackson National, Nuovo Salons

Featured speaker: Kerry Hannon, best-selling author, columnist, career and financial expert features on Dr. Phil, ABC, CBS, CNBC, NBC, NPR and PBS

Additional speakers: Veronica Brady, Dr. Fiona Crawford and Roxie Jerde