2025 Texas virtual call schedule
Contact us to register & for more information.
Thursday, March 20, 1:15 p.m. (CT)
RBC Wealth Management Online with Christie Grandbois, Head of Technology and Engagement and Audrey Fougere, Senior Manager, Technology Training at RBC Wealth Management
Thursday, April 17, 1:15 p.m. (CT)
Market-pulse: key insights and trends with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management
Thursday, May 15, 1:15 p.m. (CT)
Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management
Wednesday, June 18, 1:15 p.m. (CT)
Roth conversion strategies with Robert Stern, Wealth Strategist at RBC Wealth Management
Thursday, July 17, 1:15 p.m (CT)
Wars, geopolitical shocks and the stock market with Eric Holsen, Vice President, First Trust
Thursday, September 25, 1:15 p.m. (CT)
Cybersecurity & fraud with Tara Ambrose, Senior Manager of Client Risk Prevention at RBC Wealth Management
Thursday, October 16, 1:15 p.m. (CT)
Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management
Thursday, November 20, 1:15 p.m. (CT)
Financial transitions and milestones with Robert Stern, Wealth Strategist at RBC Wealth Management
Thursday, December 11, 1:15 p.m. (CT)
Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management
