Engage with us

We are fortunate to host seminars and events for our clients and the public exploring a variety of topics. The events provide an opportunity to engage with us as you learn more about a specific topic. Past and upcoming events are posted here, on our website. Please contact a member of our team for more information regarding a specific seminar or event.

Connecting Wealth with Purpose; aligning your investments with your values

Sep 25, 2018 06:00 PM - Sep 25, 2018 08:30 PM Eastern Daylight Time
Metropolitan Club, 1700 H Street Northwest, Washington, D.C.

The Etergino Group of RBC Wealth Management invites you to join us for a panel discussion:

An ever-increasing percentage of investors say investing with social responsibility in mind is part of their wealth management. Learn how to align your values with how your assets are invested, so you can make a positive impact on your community and your portfolio.

Hosted by: Ann Marie Etergino, CIMA® Managing Director – Financial Advisor
Featured speakers: Kent McClanahan, CFA®, Senior Analyst, Global Manager Research, RBC Wealth Management
Michelle Huang, Director, Generation Asset Management
Emily Dwyer, Research Analyst, Brown Advisory
 

RSVP to Brian Carson at (301) 907-2712 or brian.carson@rbc.com
Cocktails and heavy hors d’oeuvres will be served. Valet parking will be available.

RSVP

Megatrends - the forces driving our future

Oct 09, 2018 12:00 PM - 02:00 PM Eastern Daylight Time
Capital Grille, 5310 Western Avenue, Chevy Chase, MD

The Etergino Group of RBC Wealth Management invites you to a luncheon seminar.  The next technology wave – learn how 5G and the Internet of Things will change technology as we know it.

Hosted by: Ann Marie Etergino, CIMA®, Managing Director – Financial Advisor
Presenter: Lindsay Strickland, Portfolio Analyst, Portfolio Advisory Group – U.S. Equities

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

RSVP

Are you prepared for long-term care costs?

Jun 26, 2018 06:30 PM - Jun 26, 2018 08:30 PM Eastern Daylight Time
4935 Cordell Ave Bethesda, MD

Join us for dinner at The Loft at 4935 for a presentation and Q&A to learn more.

We’ll break down many long-term care myths and show you how planning for long-term care can help preserve financial choices for you and your family.

 

You’ll learn:

• How much long-term care may cost you

• Why Medicare and Medicaid aren’t realistic solutions

• What options you have for long-term care planning

• How to get a personalized estimate of long-term care costs

• How to review old insurance policies to see if they can be repurposed

• How to talk about long-term care with your familyThe Etergino GroupConnecting Wealth with Purpose