Seminars and events

Social Security strategies for all ages

Please join The Etergino Group for a 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 overall benefits.

Guest speaker: J. Griffin Geisler, MBA, RICP, CFP

Vice President - Wealth Planning Consultant RBC Wealth Management

Women for Women International on women and girls in Ukraine

Please join the Etergino Group for a webinar where we will have a discussion with Women for Women International on women and girls in Ukraine.

Millions of refugees have fled Ukraine so far - most of them women and children. For over 25 years, Women for Women International has provided essential support to women survivors of war and conflict.

During this webinar, Women for Women International will update us on the current situation for Ukrainian women and girls, and share with us the ways their organization is providing support.

Guest speaker:

Marie Clarke

Vice President for Programs, Women for Women International 

Cybersecurity – how to build cyber resilience

Please join The Etergino Group and Adam Evans for a webinar on cybersecurity and how to protect yourself and your business against cyber threats.

Cybercrime is the most common cyber threat that individuals and organizations may encounter. During this webinar, we will discuss topics including how hackers attack, common scams, and how to protect yourself from a cyber attack - plus we
will spend time answering your questions.

Adam Evans has more than 20 years of experience in the financial services industry as a security professional, and is recognized as a thought leader in cybersecurity and global defense.

Making your golden years golden- longevity and aging gracefully

Please join The Etergino Group for a webinar on "Making your golden years golden - longevity and aging gracefully".

Healthy aging depends on many different factors - including factors you inherited (your genetic makeup) and factors you can control (your lifestyle).

During this event you will join The Etergino Group and PinnacleCare as we answer questions, including:

- What are the key strategies for healthy aging?

- How can you help improve your longevity?

- What steps can you take now to support aging gracefully in the future?

Guest speaker:

Dr. Miles J. Varn 

Chief Medical Officer, PinnacleCare

Big ideas in innovation with ARK

Please join The Etergino Group and ARK Invest as we share our perspectives on disruptive innovation and its impact across industries, markets and geographies.

We will contextualize the market opportunities of technologies focused on artificial intelligence, blockchain, new energy sources, fintech, health care and more. We will also spend time answering your questions.

New year, new outlook: Key market themes and opportunities in 2022

Please join The Etergino Group and Lindsay Strickland for a timely update on our market outlook, key investment themes and the opportunities we see ahead in 2022.

Guest speaker:
Lindsay Strickland
Senior Portfolio Advisor
U.S. Equities – Portfolio Advisory Group
RBC Wealth Management

How to plan for a successful wealth transfer

Transferring wealth and assets to future generations may be the ultimate estate planning goal, yet studies have shown it is difficult to achieve. How do you see that your wealth brings value and benefits to future generations? How do you start planning your legacy?

During this webinar, we will share advice on how to plan for a successful wealth transfer, explain the impact of family dynamics, and identify what separates families that are successful from the rest.

The Williams Group is a family wealth coaching firm that helps families navigate wealth transfers as well as complex and evolving circumstances.

Guest Speaker: Amy Castoro, President and CEO of The Williams Group

Food for thought: how technology is improving food sustainability

Please join The Etergino Group for a webinar on “Food for thought: how technology is improving food sustainability”

Today’s realities and tomorrow’s challenges are calling for new, technology-driven food production and distribution solutions. At the same time, unpredictable and extreme weather patterns are further complicating the food supply puzzle.

During this webinar, we will look at technologies that offer the promise of feeding a growing global population while limiting the burden on the environment.

Guest speaker: Frédérique Carrier, Senior Portfolio Advisor, Managing Director and Head of Investment Strategies, RBC Europe Limited

Art viewing and discussion with the National Museum of Women in the Arts

Deborah Gaston, Director of Education and Interpretation, has curated “A Wintry Mix” of artwork that span generations and geographies. She will share these works with us and highlight how this season can be represented in art.

Please join us for an educational webinar to discuss these works and answer your questions.

Guest speaker:
Deborah L. Gaston
Director of Education and Interpretation
National Museum of Women in the Arts

Image: Gabriele Münter, Breakfast of the Birds, 1934; Oil on board, 18 x 21 3/4 in.; National Museum of Women in the Arts, Gift of Wallace and Wilhelmina Holladay; © 2012 Artists Rights Society (ARS)/VG Bild-Kunst, Bonn

Charitable giving - strategies to maximize your gift

Charitable giving can be a powerful way to make an impact and create a legacy. It also offers a financial tool for estate planning and tax management.

During this webinar, we will discuss different charitable giving vehicles, including donor-advised funds, foundations and charitable trusts, and our key strategies for maximizing charitable gifts.

Guest speaker: Cathy Walker, Senior Trust Consultant, RBC Wealth Management

Key global market trends into year-end

Please join The Etergino Group and Kelly Bogdanova, Vice President – Portfolio Advisory Group at RBC Wealth Management, for a timely update on our global market outlook as we near the end of the year.

During this webinar, we will discuss:
• Our latest thoughts and outlook for the global markets
• Opportunities and risks across the different regional markets, including the U.S. markets
• Update on inflation
• Upcoming macro events and their potential influence on the markets

A Discussion with Women for Women International on Women and Girls in Afghanistan

For over 25 years, Women for Women International has provided essential support to women survivors of war and conflict. Its mission is to invest in women’s skills, connections and resources so they may create sustainable change for themselves, their families and their communities.
Afghanistan is currently one of the most difficult countries in the world in which to identify as a woman. During this webinar, Women for Women International will educate us on the current situation for women and girls in Afghanistan, and share with us the ways their organization is supporting Afghan women and helping them discover their power.

Hosted by: The Etergino Group

Guest speaker: Marie Clarke, Vice President for Programs, Women for Women International

RBC Wealth Management is not affiliated with Women for Women International.

Photo courtesy of Women for Women International.

Market Update - Dividend and value investing strategies

Please join The Etergino Group and Sean Naughton, Senior Manager of the U.S. Equities Portfolio Advisory Group at RBCWM for a timely update on our market outlook, with a focus on dividend and value investing strategies.

Please reach out to Christine Pisano to RSVP.

The convergence of health care and financial planning

Please join The Etergino Group and Bedrock Business Results for a discussion on the convergence of health care and financial planning.

Health care costs have emerged as a major concern for personal financial planning, especially for those nearing retirement. During this webinar, we will learn how to build a realistic cost estimate, how to evaluate the different Medicare options and how preretirement, tax-efficient wealth accumulation strategies can lower health care costs.

We will be joined by Peter Stahl of Bedrock Business Results.

Please reach out to Christine Pisano to RSVP.

Big ideas in financial technology and the future of cryptocurrencies

Please join The Etergino Group and ARK Invest as we share our perspectives on financial technology and cryptocurrencies, as well as the impact these advancements will have on our lives. We will be joined by Matt Murphy, Vice President and Product Specialist of ETF National Sales at Resolute Investment Mangers, Inc. Please reach out to Christine Pisano to RSVP.

Technical market update: key trends and strategies for 2021 and beyond

Rob Sluymer, RBC’s Technical Strategist, has more than 29 years of experience analyzing the markets. During this webinar, Rob will share his top-down market analysis coupled with his bottom-up equity selection process, with a focus on identifying shifts in market leadership. Please reach out to Brian Carson to RSVP.