Seminars and events

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

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

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.

Investing According to Your Values

Calvert Impact Capital is a nonprofit that works with individuals and institutions to invest in climate change, education, microfinance, affordable housing and gender equity.

Please join The Etergino Group and Calvert Impact Capital for a timely discussion on how to invest according to your values and how to implement these investments with a sustainable long-term approach. We will be joined by Anna Mabrey, Senior Office of Investor Relations at Calvert Impact Capital. Please reach out to Brian Carson to RSVP.

Understanding the Fed and the future of wealth in America

Before the COVID-19 crisis, the disparity between the rich and the poor was at levels not seen since World War II—and the gap has widened during the pandemic. For this educational webinar, we will be joined by Karen Petrou, author of "Engine of Inequality" and Co-Founder & Managing Partner of Federal Financial Analytics. During the webinar, Petrou will share her insider’s look at how the Federal Reserve drives economic inequality and a pragmatic playbook for a more equitable central bank. Please reach out to Brian Carson to RSVP.

Big ideas in health care innovation

Please join The Etergino Group and ARK Invest as we share our perspectives on health care innovation and the impact these advancements have on our lives. We will help contextualize the market opportunities of technologies such as genomic sequencing, bioinformatics, living therapies, etc., and spend time answering your questions.

• Date/Time: Thursday April 8, 2021 4pm-5pm EST
• Hosted by: The Etergino Group
• Guest speaker: Matt Murphy, CFA®, CAIA® 
  • Vice President, Product Specialist – ETF National Sales
  • Resolute Investment Managers, Inc.

Please contact Brian Carson with any questions at brian.carson@rbc.com

2021 outlook and changes in a new era

Companies are doing business differently since the pandemic began. Join us for a review of these new trends, key updates and industry strategists, and overall perspectives for investors. We will be joined by Janet Engles, Head of the Portfolio Advisory Group and Lindsay Strickland, Senior Portfolio Advisor. Please contact Brian Carson with any questions.

Wellness during COVID-19—an oxymoron or a possibility?

Under normal circumstances, maintaining a healthy lifestyle and mindset may feel tough. As we near the one-year mark of this global pandemic, let’s refocus on wellness.

Please join The Etergino Group and Dr. Marion Usher for an interactive workshop on wellness during COVID-19. Dr. Usher will provide us with the tools to identify which aspects of our lifestyle are supportive of wellness, which aspects need to be adjusted or added, and how to feel “replenished.”

• Date/Time: Thursday February 25, 2021 5pm-6pm EST
• Hosted by: The Etergino Group
• Guest speaker: | Marion L. Usher, Ph.D
  • Clinical Professor of Psychiatry at George Washington University School of Medicine and Health Sciences 
  • Author of “One Couple Two Faiths: Stories of Love and Religion”

Please contact Brian Carson with any questions at brian.carson@rbc.com

New Year, New Outlook: Key Market Themes and Opportunities in 2021

Please join The Etergino Group and Lindsay Strickland for a timely market update on our outlook, key themes and the opportunities we see ahead in 2021.

• Date and time: Thursday, January 21 | 4 p.m. ET
• Hosted by: The Etergino Group
• Guest speaker: Lindsay Strickland
  • Senior Portfolio Advisor, U.S. Equities – Portfolio Advisory Group | RBC Wealth Management

Please submit questions to Brian Carson at brian.carson@rbc.com.

Art viewing and discussion with the National Museum of Women in the Arts on “Seeing Red”

One of three primary colors, red has both positive and negative associations across history and cultures. What role does this color play in how we read and interpret a work of art? During this webinar we will discuss works including “Portrait of a Noblewoman” by Lavinia Fontana, “Orion” by Alma Woodsey Thomas, and “Shan-Mountain” by Hung Liu. Please join us for an educational webinar to discuss these works and answer your questions. 

• Date and time: Wednesday, December 9 | 4 p.m. EST
• Hosted by: 
  • Ann Marie Etergino | Managing Director – Financial Advisor
  • Amy Sturtevant | Senior Vice President – Branch Director
• Guest speaker: Deborah L. Gaston, Director of Education and Interpretation, National Museum of Women in the Arts

RSVP to Brian Carson at (301) 907-2712 or brian.carson@rbc.com.

Introduction to nonprofit board service

Nonprofit board service is a great way to lend ones talents and time to supporting an important cause. In addition, nonprofit board members are essential to driving success within a nonprofit organization. Compass, a nonprofit based in D.C., partners with local professionals to provide pro bono strategic consulting services for nonprofits and guide the organizations towards strategic excellence. The Sorkin Center for Nonprofit Governance builds on Compass’ years of experience and expertise in the local nonprofit sector and focuses on nonprofit board service. Join us for an educational webinar on engaging with nonprofits and serving on a nonprofit board.

• Hosted by: The Etergino Group
• Guest speaker: Wendy Gualtieri | Managing Director | The Sorkin Center at Compass

Please submit questions to Brian Carson at brian.carson@rbc.com.

You’re invited to a presentation on Social Security strategies for all ages

Please join The Etergino Group 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.

• Date and time: Thursday, November 5 at 4 p.m. ET
• Hosted by: The Etergino Group
• Guest speaker: J. Griffin Geisler, MBA, RICP®, CFP® | Vice President – Wealth Planning Consultant | RBC Wealth Management

Please contact Brian Carson with any questions at brian.carson@rbc.com.