Fall market update

Oct 21, 2026 · 4:00 PM Central Daylight Time · Virtual event through Zoom

Please join the Sync Wealth Advisors team for a webinar to recap the market movements for the first three quarters of 2026 and discuss key considerations for what may lie ahead.

Use the registration link below to sign up:
Wednesday, October 21, 2026 at 4:00 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.

Convert confidently: craft your Roth conversion

Oct 22, 2026 · 3:00 PM Central Daylight Time · Virtual event through Zoom

Join Sync Wealth Advisors to learn if a strategic Roth conversion is right for you and how it can help optimize your retirement income, minimize taxes and enhance your wealth transfer strategy.

What you'll learn

• Tax-considerate timing: Identify optimal years for conversions based on your income
• Income impact analysis: Understand effects on Social Security, Medicare and other benefits
• Execution strategy: Learn mechanics and tax bill management
• Legacy planning: Potential wealth transfer benefits for your heirs

Use the registration link below to sign up:
Thursday, October 22, 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.

Retirement planning with company stock in your 401(k)

Oct 27, 2026 · 12:00 PM & 4:00 PM Central Daylight Time · Virtual event through Zoom

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:
Tuesday, October 27, 2026
1. 12:00 pm CT — Click here to register
2. 4:00 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.

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

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.