Events and seminars

Shredding Event

Please join the Annapolis Office of RBC Wealth Management for a Shredding event. Bring any unwanted documents, hard drives, and media to the Annapolis office of RBC Wealth Management, where we will have a shredding truck available for use in the parking lot behind Gordon Biersch. We hope to see you there!

Understanding legislative proposals and potential impacts on income and estate tax

Please join The Baum Jackson Investment Group and Les Williams for a virtual event discussing the legislative proposals and their potential impact on income and estate tax.

Hosted by: The Baum Jackson Investment Group

Guest speaker: Les Williams

Wealth Strategist   I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

The financial impact of cognitive decline

The Baum Jackson Investment Group is excited to be joined by Nancy Carlson and Angie O'Leary for a virtual seminar on the financial impact of cognitive decline. 

Hosted by: The Baum Jackson Investment Group

Guest speakers: 

• Nancy Carlson - Acclaimed author and artist 
• Angie O'Leary -  Head of Wealth Planning, RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Health care now; Medicare for your future

Please join The Baum Jackson Investment Group and Griffin Geisler for a virtual discussion on health care, Medicare, and retirement planning strategies.

• Hosted by: The Baum Jackson Investment Group
• Guest speaker: Griffin Geisler
  • Vice President - Wealth Planning Consultant I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Trends in the new era

Please join The Baum Jackson Investment Group and Lindsay Strickland for a review of new trends, key updates from industry strategists, and overall perspectives for investors. 

• Hosted by: The Baum Jackson Investment Group
• Guest speaker: Lindsay Strickland
  • Senior Portfolio Advisor, U.S. Equities - Portfolio Advisory Group   I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Cybersecurity from the ground up

Please join The Baum Jackson Investment Group and Adam Evans for an informative session that will provide you with critical information to help you build trust and confidence when interacting online. Key takeaways include:

• How Hackers Attack
• Common scams
• Cybersecurity during COVID-19
• Best Practices for protecting yourself

Hosted by: The Baum Jackson Investment Group

Guest speaker: Adam Evans, Vice President, Cyber Operations and Chief Information Security Officer at RBC

Please submit questions in advance to Steph Latta (stephanie.latta@rbc.com) or Trisha Thomas (trisha.thomas@rbc.com).

Shredding Event

Please join the Annapolis Office of RBC Wealth Management for a Shredding event. Bring any unwanted documents, hard drives, and media to the Annapolis office of RBC Wealth Management, where we will have a shredding truck available for use in the parking lot behind Gordon Biersch. We hope to see you there!

Understanding legislative proposals and potential impacts on income and estate tax

Please join The Baum Jackson Investment Group and Les Williams for a virtual event discussing the legislative proposals and their potential impact on income and estate tax.

Hosted by: The Baum Jackson Investment Group

Guest speaker: Les Williams

Wealth Strategist   I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

The financial impact of cognitive decline

The Baum Jackson Investment Group is excited to be joined by Nancy Carlson and Angie O'Leary for a virtual seminar on the financial impact of cognitive decline. 

Hosted by: The Baum Jackson Investment Group

Guest speakers: 

• Nancy Carlson - Acclaimed author and artist 
• Angie O'Leary -  Head of Wealth Planning, RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Health care now; Medicare for your future

Please join The Baum Jackson Investment Group and Griffin Geisler for a virtual discussion on health care, Medicare, and retirement planning strategies.

• Hosted by: The Baum Jackson Investment Group
• Guest speaker: Griffin Geisler
  • Vice President - Wealth Planning Consultant I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Trends in the new era

Please join The Baum Jackson Investment Group and Lindsay Strickland for a review of new trends, key updates from industry strategists, and overall perspectives for investors. 

• Hosted by: The Baum Jackson Investment Group
• Guest speaker: Lindsay Strickland
  • Senior Portfolio Advisor, U.S. Equities - Portfolio Advisory Group   I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Cybersecurity from the ground up

Please join The Baum Jackson Investment Group and Adam Evans for an informative session that will provide you with critical information to help you build trust and confidence when interacting online. Key takeaways include:

• How Hackers Attack
• Common scams
• Cybersecurity during COVID-19
• Best Practices for protecting yourself

Hosted by: The Baum Jackson Investment Group

Guest speaker: Adam Evans, Vice President, Cyber Operations and Chief Information Security Officer at RBC

Please submit questions in advance to Steph Latta (stephanie.latta@rbc.com) or Trisha Thomas (trisha.thomas@rbc.com).

Shredding Event

Please join the Annapolis Office of RBC Wealth Management for a Shredding event. Bring any unwanted documents, hard drives, and media to the Annapolis office of RBC Wealth Management, where we will have a shredding truck available for use in the parking lot behind Gordon Biersch. We hope to see you there!

Understanding legislative proposals and potential impacts on income and estate tax

Please join The Baum Jackson Investment Group and Les Williams for a virtual event discussing the legislative proposals and their potential impact on income and estate tax.

Hosted by: The Baum Jackson Investment Group

Guest speaker: Les Williams

Wealth Strategist   I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

The financial impact of cognitive decline

The Baum Jackson Investment Group is excited to be joined by Nancy Carlson and Angie O'Leary for a virtual seminar on the financial impact of cognitive decline. 

Hosted by: The Baum Jackson Investment Group

Guest speakers: 

• Nancy Carlson - Acclaimed author and artist 
• Angie O'Leary -  Head of Wealth Planning, RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Health care now; Medicare for your future

Please join The Baum Jackson Investment Group and Griffin Geisler for a virtual discussion on health care, Medicare, and retirement planning strategies.

• Hosted by: The Baum Jackson Investment Group
• Guest speaker: Griffin Geisler
  • Vice President - Wealth Planning Consultant I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Trends in the new era

Please join The Baum Jackson Investment Group and Lindsay Strickland for a review of new trends, key updates from industry strategists, and overall perspectives for investors. 

• Hosted by: The Baum Jackson Investment Group
• Guest speaker: Lindsay Strickland
  • Senior Portfolio Advisor, U.S. Equities - Portfolio Advisory Group   I RBC Wealth Management

Please submit questions in advance to Stephanie Latta (stephanie.latta@rbc.com)

Cybersecurity from the ground up

Please join The Baum Jackson Investment Group and Adam Evans for an informative session that will provide you with critical information to help you build trust and confidence when interacting online. Key takeaways include:

• How Hackers Attack
• Common scams
• Cybersecurity during COVID-19
• Best Practices for protecting yourself

Hosted by: The Baum Jackson Investment Group

Guest speaker: Adam Evans, Vice President, Cyber Operations and Chief Information Security Officer at RBC

Please submit questions in advance to Steph Latta (stephanie.latta@rbc.com) or Trisha Thomas (trisha.thomas@rbc.com).