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.

Market Update and Outlook In-Person Event

Sep 21, 2022 06:00 PM Eastern Daylight Time - Sep 21, 2022 08:30 PM Eastern Daylight Time
Chevy Chase, MD

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.

RSVP

Mid-terms and Markets Update

Oct 06, 2022 04:00 PM Eastern Daylight Time - Oct 06, 2022 05:00 PM Eastern Daylight Time
, Virtual , via Zoom

Please join us for an update with Michael Duffy 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 speaker:
Michael Duffy
Opinions Editor-at-Large
The Washington Post

RSVP

Happy Hour with The Etergino Group to Celebrate the RideForPKD

Aug 12, 2022 05:00 PM Eastern Daylight Time - Aug 12, 2022 07:00 PM Eastern Daylight Time
Chevy Chase, MD

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

Jun 23, 2022 04:00 PM Eastern Daylight Time - Jun 23, 2022 05:00 PM Eastern Daylight Time
Virtual ,

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

Jun 09, 2022 04:00 PM Eastern Daylight Time - Jun 09, 2022 05:00 PM Eastern Daylight Time
Virtual via, Zoom ,

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


Cybersecurity – how to build cyber resilience

May 25, 2022 03:00 PM Eastern Daylight Time - May 25, 2022 04:00 PM Eastern Daylight Time
Location To Be Determined

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

May 05, 2022 04:00 PM Eastern Daylight Time - May 05, 2022 05:00 PM Eastern Daylight Time
Virtual , , Via Zoom

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

Mar 24, 2022 04:00 PM Eastern Daylight Time - Mar 24, 2022 05:00 PM Eastern Daylight Time
Virtual via, Zoom

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

Feb 24, 2022 04:00 PM Eastern Standard Time - Feb 24, 2022 05:00 PM Eastern Standard Time
Virtual via, Zoom

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

Jan 27, 2022 04:00 PM Eastern Standard Time - Jan 27, 2022 05:00 PM Eastern Standard Time
Virtual ,

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

Jan 13, 2022 10:30 AM Eastern Standard Time - Jan 13, 2022 11:30 AM Eastern Standard Time
Virtual ,

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

Dec 09, 2021 04:00 PM Eastern Standard Time - Dec 09, 2021 05:00 PM Eastern Standard Time
Virtual via, Zoom

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

Nov 10, 2021 04:00 PM Eastern Standard Time - Nov 10, 2021 05:00 PM Eastern Standard Time
Virtual , ,

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

Oct 28, 2021 08:00 PM Eastern Daylight Time - Oct 28, 2021 09:00 PM Eastern Daylight Time
Virtual ,

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

Oct 14, 2021 08:00 PM Eastern Daylight Time - Oct 14, 2021 09:00 PM Eastern Daylight Time
Virtual Event, via

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

Sep 23, 2021 08:00 PM Eastern Daylight Time - Sep 23, 2021 09:00 PM Eastern Daylight Time
Virtual via Zoom ,

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

Sep 14, 2021 08:00 PM Eastern Daylight Time - Sep 14, 2021 09:00 PM Eastern Daylight Time
Virtual via Zoom ,

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.


How to plan for a successful wealth transfer

The Etergino Group and The Williams Group discussed the real reasons why family wealth is lost and the key factors that separate successful families from the rest.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields