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.

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Medicare Webinar

Sep 26, 2024 04:00 PM Eastern Daylight Time - Sep 26, 2024 05:00 PM Eastern Daylight Time
Location To Be Determined

Join us for a session to learn more about the Medicare enrollment periods, rules and plan options.

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.

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