Seminars and events

Best practices for gifting real estate and physical assets

Your wealth is made up of more than bank accounts—it also includes real estate, jewelry, artwork, family heirlooms and more.
Gifting tangible assets to younger generations can be more difficult than distributing a bank account. How do you gift these assets so the next generation is not burdened, and future generations may benefit? How do these gifts build upon your family legacy?
During this webinar, we will share advice on how to prepare heirs and plan for a successful asset transfer, as well as navigate and build a trust. We will also spend time answering your questions.
The Williams Group is a family wealth coaching firm that helps families navigate wealth transfers and create family unity.

Guest speaker:
Amy Castoro

President and CEO

The Williams Group

Big ideas and investment opportunities in innovation

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

We will contextualize the market opportunities of technologies focused on artificial intelligence, robotics, energy storage, public blockchains and more. We will also spend time answering your questions.

Who will take care of me when I’m old? Best practices for planning for longevity

Please join The Etergino Group and eldercare expert Nancy Simm for a discussion on “Who will take care of me when I’m old?” and how to plan for longevity.

Nancy and Adele Zilber will share their insights on aging concerns including the probability of extended health care needs, the challenges for solo agers, and how the baby boomer generation will significantly impact the long-term care industry.

New Year, New Outlook: Key market themes and opportunities in 2023

Please join The Etergino Group and Sean Naughton for a timely update on our market outlook, key investment themes and the opportunities we see ahead in 2023.

Guest speaker:
Sean Naughton, CFA
Senior Vice President
Portfolio Advisory Group – U.S. Equities
RBC Wealth Management

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

Deborah Gaston, Director of Education and Interpretation, has curated a selection of sculptures that defy our conventional expectations. She will share these works with us and highlight how these artists are redefining “sculpture”.

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

Investment opportunities and outlook for growth stocks

Please join The Etergino Group and Polen Capital for an update on growth stocks. Polen Capital is a high-conviction growth investment manager that seeks to invest in high quality sustainable companies. We will discuss the outlook for growth stocks, and the investment opportunities ahead.

Guest Speaker:
John Gunther, Senior Relationship Manager at Polen Capital

Social Security Strategies For All Ages In-Person Presentation

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

Date and time: Wednesday, October 19 from 5 - 7 p.m. ET

Location: Hyatt Regency Bethesda
One Bethesda Metro Center
7400 Wisconsin Avenue
Bethesda, MD 20814

Light hors d’oeuvres and refreshments will be served.

Complimentary parking available at the hotel.

Mid-terms and Markets Update

Please join us for an update with Michael Duffy and Kelly Bogdanova on the mid-term elections and their potential impact on the markets.

Michael is the Opinions Editor-at-Large for The Washington Post. Before joining the Post, Michael spent 33 years at TIME as a correspondent and editor. He has been recognized with two Gerald Ford Awards for Distinguished Reporting and a Shorenstein Award for Investigative Reporting. He also co-authored two best-selling books on presidential history.

Guest speakers:
Michael Duffy
Opinions Editor-at-Large
The Washington Post

Kelly Bogdanova
Vice President,
Portfolio Advisory Group
RBC Wealth Management

Market Update and Outlook In-Person Event

We invite you to join us for a discussion on our market outlook, key investment themes, and the opportunities we see ahead.

We will be joined by Janet Engels, head of RBC Wealth Management’s Portfolio Advisory Group, and Lindsay Strickland, senior advisor in the Portfolio Advisory Group. Janet and Lindsay are both highly sought-after thought leaders in investment strategy. We look forward to their presentation and an interactive Q&A.

Guest speakers:
Janet Engels - Head, Portfolio Advisory Group
Lindsay Strickland - Senior Advisor, Portfolio Advisory Group

Please RSVP using the link below.

Happy Hour with The Etergino Group to Celebrate the RideForPKD

Please join us to celebrate the RideForPKD arriving in Washington, D.C.
The RideForPKD was founded by Glenn Frommer to raise awareness and support for the Polycystic Kidney Disease (PKD) Foundation. The PKD Foundation is the only organization in the U.S. solely dedicated to finding treatments and a cure for PKD.

Glenn, an avid cyclist and PKD sufferer, set off from San Francisco in May and over the last 100 days bicycled 5,300 miles across the Rockies, through the Plains to Kansas City, up to Chicago and down to Washington, D.C. - all to raise awareness and research funding for this disease that impacts 600,000 Americans.
We are honored to celebrate Glenn’s incredible accomplishment and support this important cause.

Please RSVP using the link below.

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 

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