Upcoming Events

Join the Sync Wealth Advisors team for a complimentary series of virtual educational webinars.

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Protect your future: a practical guide to long-term care planning

Nov 04, 2026 · 3:00 PM Central Standard Time · Virtual event through Zoom

Join us for a practical look at long-term care planning—what it covers, what it costs, and how a thoughtful plan can help protect the people and assets that matter most to you.

What you'll learn:

  • What is considered long-term care and where can it take place
  • Real costs of care across different settings and locations
  • How long-term care planning can help protect your assets
  • Who should be planning, and why ages 45 to 65 are generally ideal
  • Your planning options: insurance, hybrids, self-funding and more
  • Common misconceptions about Medicare and long-term care

Guest speaker:
Mark H. Riesmeyer
Director of Private Wealth
Capitas Financial Midwest

Use the registration link below to sign up:
Wednesday, November 4, 2026 at 3:00 pm CT
Click 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 confidentiality is important to us. Your participation is anonymous, so your name will not be displayed to the other participants in the Zoom.

Securities offered through RBC Wealth Management. RBC Wealth Management is not affiliated with Capitas Financial Midwest.

Year-end financial checklist

Year-end financial checklist

Dec 03, 2026 · 3:00 PM Central Standard Time · Virtual event through Zoom

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 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 confidentiality is important to us. Your participation is anonymous, so your name will not be displayed to the other participants in the Zoom.