Mid - Year Sync: Market Reflections and Roadmap

Please join Lindsay Strickland and the Sync Wealth Advisors team to understand the market movements through the first half of the year and key considerations for what may lie ahead

Use the registration link below to sign up

Tuesday, August 18, 2026 at 3:30 pm

                  Register Here

If you have any questions or difficulty registering, reach out to Amy Benjamin on our team at (224) 516-6843 or amy.benjamin@rbc.com  

Your personal and financial confidentially is important to us. Your participation is anonymous, so your name will not be displayed to the other participants in the zoom.

Retirement planning with company stock in your 401(k)

Do you own your employer’s company stock inside of your 401(k)?

Join us for a Zoom presentation to learn how to replace your paycheck in retirement and how to use the Net Unrealized Appreciation (NUA) rule for Abbott and AbbVie stock in your 401(k). The NUA rule is a one-time special tax treatment for in-kind distributions of employer stock.

We will discuss:

• How to apply the NUA rule to your retirement planning strategy
• How to create retirement income that replaces your paycheck
• Open Q&A

Use the registration link below to sign up:

Thursday, September 24, 2026

   1. 12:00 pm CT - click to here to Register

   2. 4:00 pm CT - click to here to Register

Tuesday, October 27, 2026

  1. 12:00 pm CT - click to here to Register

  2. 4:00 pm CT - click to here to Register

If you have any questions or difficulty registering, reach out to Amy Benjamin on our team at (224) 516-6843 or amy.benjamin@rbc.com.

Your personal and financial confidentially is important to us. Your participation is anonymous, so your name will not be displayed to the other participants in the zoom.

Masterclass in Medicare: Decoding, deciphering & decisions

Are you approaching Medicare eligibility or already enrolled and wondering if your current coverage is still the
right fit? Join us for an educational Medicare workshop designed to help you better understand your options
and make informed decisions about your healthcare coverage.
As healthcare costs and Medicare plans continue to evolve, it’s important to review your coverage each year
and understand how Medicare fits into your overall retirement plan. Medicare’s Annual Enrollment Period runs
from October 15 through December 7 each year.
Topics we’ll discuss:
• Understanding the different parts of Medicare • Medicare Advantage vs. Medicare Supplement plans
• Prescription drug coverage considerations • Healthcare planning in retirement
• Common Medicare mistakes and how to avoid them • Open Q&A session
Whether you’re turning 65, retiring soon or simply reviewing your current coverage, this session will provide
valuable information to help you make confident decisions.

Speakers:
Griffin Geisler, MBA, RICP®, CFP®
Vice President – Wealth Strategist
RBC Wealth Management

Use the registration link below to sign up:

Thursday, October 8, 2026 at 3:00 pm

    3:00 pm CT - click to here to Register

If you have any questions or difficulty registering, reach out to Amy Benjamin on our team at (224) 516-6843 or amy.benjamin@rbc.com  

Your personal and financial confidentially is important to us. Your participation is anonymous, so your name will not be displayed to the other participants in the zoom.

Year-end financial checklist

Prepare today for a stronger tomorrow.
As another year comes to a close, it’s
the perfect time to review your financial
plan and take advantage of year-end
opportunities before the calendar turns.
Join us for a complimentary webinar as
we discuss important year-end planning
strategies that may help you consider tax
strategies, maximize retirement savings
and position yourself for the year ahead.
What we’ll cover:
• Year-end tax planning opportunities
• Retirement account updates and
required minimum distributions (RMDs)
• Charitable giving strategies
• Estate and legacy planning reminders
• Investment and portfolio review
considerations
• Planning ahead for 2027

Use the registration link below to sign up:

Thursday, December 3, 2026

    3:00 pm CT - click to here to Register

If you have any questions or difficulty registering, reach out to Amy Benjamin on our team at (224) 516-6843 or amy.benjamin@rbc.com.

Your personal and financial confidentially is important to us. Your participation is anonymous, so your name will not be displayed to the other participants in the zoom.