Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Charitable giving and donor-advised funds educational event

Jul 25, 2024 12:00 PM Central Daylight Time - Jul 26, 2024 01:00 AM Central Daylight Time
Call ,

Join us for an informational session on charitable giving and find out if a donor-advised fund is right for you.

Hosted by: Texas North Complex

Special guest: Aaron Gallardo, Trust Consultant, RBC Wealth Management

Join by phone
Webex Event number: 180 181 6094 | Password: 2024
Webex Dial-in: (877) 310-7479
Access code: 180 181 6094

Navigating Your Medicare - Call - May 23

May 23, 2024 12:00 PM Central Daylight Time - May 23, 2024 01:00 PM Central Daylight Time
WebEx ,

Please join us as we hear from RBC Wealth Strategist, Griffin Geisler, on the intricacies of Medicare.

When time for the call, click on the WebEx link below.