2026 virtual call schedule

Contact us  to register & for more information.

Thursday, February 19, 12:00 p.m. (CT)

Global Insight monthly market with Kelly Bogdanova, Analyst PCG Research Portfolio at RBC Wealth Management

Thursday, March 19, 12 p.m. (CT)

Roth conversion strategies with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, April 16, 12 p.m. (CT)

Money matters for young professionals with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, May 14, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, June 18, 12 p.m (CT)

Women in wealth with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, July 16, 12 p.m. (CT)

Beyond stocks and bonds: the world of alternatives with Thad Beller, Alternative Investment Consultant at RBC Wealth Management

Thursday, August 20, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 17, 12 p.m. (CT)

Market outlook and insights with Janet Engels, VP & Head of Global Investments at RBC Wealth Management

Thursday, October 15, 12 p.m. (CT)

Charitable giving and donor-advised funds with Antoine Burrell, Trust Consultant at RBC Wealth Management

Wednesday, November 18, 12 p.m. (CT)

Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, December 17, 12 p.m. (CT)

Borrow smart: lending strategies beyond the norm with Jon Scheriff, Wealth Management Banker at RBC Wealth Management

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 1)
On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)
On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.
Monthly beginning May 2026