Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

Back to School: finance 101

Aug 21, 2024 04:00 PM Eastern Daylight Time - Aug 21, 2024 05:00 PM Eastern Daylight Time
Location To Be Determined

As a high school or college student, preparing for your financial future is just as important as planning for your career. Join us to learn about budgeting and saving, stock market basics and practical money-related tips.

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Things I learned: A caregiver's journey

Jun 11, 2024 04:00 PM Eastern Daylight Time - Jun 11, 2024 05:00 PM Eastern Daylight Time
Location To Be Determined

Caregiving often comes suddenly and without warning, guidance or support. Discover practical ways to navigate and manage the emotional and financial demands of caregiving.

 

Hosted by: The Washington DC office of RBC Wealth Management

 

Guest speaker: Elizabeth Flint, Senior Business Development Strategist at MFS Investment Management

Sponsored by: Vic Rohe, CIMA, Senior Regional Consultant at MFS Investment Management

Social Security strategies for all ages

Mar 19, 2024 04:00 PM Eastern Daylight Time - Mar 19, 2024 05:00 PM Eastern Daylight Time
Location To Be Determined

Please join for an educational webinar on Social Security strategies for all ages and building tax-considerate income strategies for your future. We will discuss how Social Security benefits are calculated, how spousal benefits work and how to maximize your benefits.