2025 Texas North virtual call schedule
Contact us to register & for more information.
Thursday, January 30, 12 p.m. (CT)
Wealth Management Online at RBC with Christie Grandbois, Director of Technology Engagement & Adoption at RBC Wealth Management
Tuesday, February 18, 12 p.m. (CT)
Global Insight Monthly with Kelly Bogdanova, Vice President - Portfolio Analyst at RBC Wealth Management
Thursday, March 20, 12 p.m. (CT)
Cybersecurity and fraud with Tara Ambrose, Vice President and Senior Manager of Client Risk Prevention at RBC Wealth Management
Thursday, April 17, 12 p.m. (CT)
2025 Market update with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management
Thursday, May 15, 12 p.m. (CT)
Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management
Wednesday, June 18, 12 p.m. (CT)
Roth conversion strategies with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management
Thursday, July 24, 12 p.m (CT)
Market update with Alan Robinson, Vice President, Global Portfolio Manager at RBC Wealth Management
Thursday, August 21, 12 p.m. (CT)
Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management
Thursday, September 25, 12 p.m. (CT)
Market update with Janet Engels, head of the Portfolio Advisory Group at RBC Wealth Management
Thursday, October 16, 12 p.m. (CT)
Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management
Thursday, November 20, 12 p.m. (CT)
Financial transitions and milestones with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management
Thursday, December 11, 12 p.m. (CT)
Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management
