Life Insurance Policy Review

Sep 16, 2026 · 3:00 PM Central Daylight Time · Virtual event through Zoom

What is a policy review?
A policy review is a straightforward checkup of one of your most important financial assets. Over time, life changes—your family grows, your career evolves, your assets change and your goals shift. Your life insurance policy may no longer reflect where you are today or support the purpose it was originally designed for.

Why attend?
During this webinar, you’ll learn:

• Why periodic policy reviews matter and when to consider one
• What can change in your policy over time (premiums, performance, coverage, beneficiaries and more)
• How industry advances in life insurance may create new opportunities for you
• The simple, organized review process and what to expect
• Possible outcomes and next steps that keep you in control

Wednesday, September 16, 2026 · 3 p.m. (CT)
Register Here

Retirement planning with company stock in your 401(k)

Sep 24, 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:
Thursday, September 24, 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.

Masterclass in Medicare: Decoding, deciphering & decisions

Oct 08, 2026 · 3:00 PM Central Daylight Time · Virtual event through Zoom

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.

Speaker:
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 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.

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.